Bill Hortz's picture

"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute

 

Please read our interview with Bill Trigleth, EVP and Director of Research & Development, Cannon Financial Institute, on our business innovation blog onSeekingAlpha to explore their in-depth research on advisor relevance in an operating environment of accelerating change and their 3 position papers series - Financial Advisors: Relevance Today and Tomorrow.]

Summary:
  1. Author of in-depth advisor study discusses his research on 6 major challenges placing advisors at risk.
  2. There are 3 new capabilities that advisors can learn to move them from being threatened to thriving in the face of disruption.
  3. Moving from vulnerable to viable and relevant requires a new business perspective.

access here: http://seekingalpha.com/article/4056080-6-threats-financial-advisor-relevance

 
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