|
The DST Vision™ team values your input. This input
helps Vision® remain
the Web site of choice for financial intermediaries. We recently
interviewed Joseph Rhyne III
(Jody) of Hinrichs Financial Group located in Lincolnton,
N.C. He manages about 350 clients representing approximately
$25 million in assets.
V V: What initially drew you to Vision?
Rhyne: A mutual fund company directed me to Vision to access
online statements for my clients, and I only used Vision
for that purpose until a couple of years ago. My business
was growing and I hired two people, including an administrative
assistant, who previously used Vision and encouraged me to
explore its other functions. Then I realized there were other
companies available and many more functions offered.
V V: How do you use Vision?
Rhyne: My assistant uses Vision every day in servicing clients.
I like to use it for annual reviews with clients, where we
can look at their asset allocation and diversification. It
also helps me get a big picture of my business by showing
all of my clients’ accounts at once.
V V: How does Vision benefit your business?
Rhyne: Vision saves my assistant time. Since she is an hourly
employee, the more efficient she is, the more profit I see
on my bottom line. Instead of calling several mutual fund
and variable annuity companies, she can get all the information
with one password in one location.
V V: What is your favorite feature on Vision?
Rhyne: Like any other financial advisor, my goal is to accumulate
assets under management and Vision helps me see where I am
on any given day. The home page has a lot of good information
like Recent Transactions and Market Watch.
V V: What improvements would you like to see on Vision?
Rhyne: I would like to see Putnam, Franklin Templeton, Fidelity
Advisor and Mass Mutual Life Insurance Company added to the
site.
V V: Any last thoughts?
Rhyne: The online access is a real benefit. When I’m
on vacation at the beach and get a call from a client, I’m
able to service them right away because I can access Vision
from my laptop. That saves me time at the office and helps
me be more responsive to my client.
|
