The most successful advisors of the future will crack the code to combining digital solutions with human capital to provide a more comprehensive offering to clients, which will help achieve greater scale in their practices.
In fact, in the 2015 Advisor Authority Study conducted by Jefferson National and Harris Poll, we learned that the most successful advisors are truly technology-obsessed. Advisors who manage more assets and generate more revenue spend substantially more on technology and adopt technology into their practices at twice the rate of the average advisor.
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