Client expectations are changing in wealth management because of the advent of new technology. The wealth management industry lags behind disrupters such as Uber that are transforming their customer’s experiences. Read this e-book to learn the key insights financial advisors and wealth managers must understand — not only to survive what’s ahead, but also to succeed in the new competitive landscape to bring the client experience fully up to speed with other industries.
Finding the right firm is critical to performing for your clients and your practice. You’ll discover:· 6 considerations when evaluating firms· The 33 questions that guide decision-making· How weighing your options stacks the deck for positive outcomes· A step-by-step playbook for due diligenceLearn how your value builds client relationships—and your practice. Download 6 Keys to Finding the Right Firm now.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.