[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (C
[The ardent reporting on the $84.4 trillion Great Wealth Transfer now underway needs to specifically underline that there is much more at play here than just a repositioning of money. It requires thinking beyond assets, into relationships.
[Client expectations for financial services are rapidly evolving and forcing advisors to rethink their traditional business models and become more strategic in their outreach and messaging.
[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clien
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities.
[Financial advisors are under an immense amount of pressure to provide value to their clients and differentiate themselves in the hyper-competitive financial marketplace.
[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there – leading to a more organized chaos in operating their bus
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