Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners
[The “democratization of financial services” is a major war cry and strategic goal for many FinTech companies. This endeavor allows a much broader base of investors the access and ease of transacting across all investment opportunities.
[In a business environment of accelerating change, financial advisor professionals need to regularly review and rethink every aspect of their business – their business model, operations, client engagement strategies, product/service mix, and b
[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.
"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
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