Advisers have been bombarded with warnings to embrace a digital practice in order to stay relevant, but they just need to take one step right now, says eMoney Advisor CEO Ed O'Brien.
"You don't have to sit back and wait for someone to drop a full end-to-end digital solution," O'Brien says. "Most advisers today are really looking for how to just introduce their clients to a way that is more engaging through technology. That is step one of a digital practice."
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access