Despite numerous public discussions and debates about the preferences, attitudes and habits of Generation Y (Gen Y, or Millennials), they remain enigmatic for many marketers and businesses. This means that they represent an essential client-pool for financial advisors and a vital target for the future. Read this white paper to find out just how much of an impact the Millennials will have on economic growth and what their perspective is on financial services, savings goals, retirement planning and investment products
In today’s digital economy, banks and wealth management firms have access to large amounts of data about their clients. Unfortunately, it’s hard to draw meaningful insights from it all. Without insights, there are missed opportunities to provide personalized service that engages, increases loyalty and drives growth. As business models become increasingly customer-centric, behavioral insights integrated with cognitive computing are vital for delivering on this new business reality. Read our latest eBook to find out more about the science of client insight.
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.