Social, economic, and other changes such as on-demand service culture are changing the landscape of how people engage with financial advice. Traditional methods no longer meet evolving market needs. An app-driven economy has created a mindset of anywhere, anytime access. How do you stand out to win more business with the consolidation of independent advisory firms and computer-driven Robo advisors competing ferociously for investors’ wallets? During this session, we’ll share:
• The 5 significant forces influencing the future of financial advice
• Metrics and data leveraging insights from research done with 1000’s of advisors
• How our Financial Fitness Content empowers financial advisors to meet market needs effectively to Attract, Build, and Cultivate deeper relationships with clients and prospects.
• Tangible ideas on how you can help shape the future of advice to meet the market needs of digital engagement, technology, and personalization.