THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES
THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES
2017 Demo Presenters
2017 Demo Presenters
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Presented by:
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New Rules of a Transformative Digital Financial Adviser
11:55am - 12:30pm

Google, Apple, Amazon and Facebook have given us a new consumer - whether finding information, having a great digital experience, online purchasing or digital social interaction these services have disrupted the traditional way of doing business and wealth management firms need to respond with their own digital transformations.

According to a Capgemini 2016 study, sixty-six percent of high-net-worth individuals, globally, would leave their wealth manager due to a lack of integration between digital and traditional channels. To succeed as an advisor financially, and to flourish in this changing profession, what should be your next move with regards to social media, mobile, website, email, video and what does the future hold?