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.
Are you prepared for the changing investment environment? In the midst of recent regulatory changes and an increasingly challenging investment environment, strengthening client relationships can be critical for growing your business. The Janus Client Relationship Survival Guide is here to help.