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The Past, Present, & Future of Wealth Management

YOU’VE WORKED HARD TO BECOME AN EXPERIENCED AND TOP PERFORMING ADVISOR

The challenge is the wealth management landscape is changing and you are now concerned with how to differentiate your practice, retain your clients, and continue to grow your business. There is change in wealth management given the accelerating pace of technology, fee compression, and the evolving advisor landscape. This leaves you with a feeling of uncertainty and perhaps the question, is it time to retire or evolve—and prepare for the future?

By 2030 up to 80% of new wealth management clients will want access to advice in a data-driven, “hyper-personalized” approach. Yet, 42% of clients will still want face-to-face interactions or phone calls to receive advice. So, how do you reconcile the two paradigms – more personalization in a face to face environment? The need for people-to-people, high-touch relationships, has never been greater. How you deliver the people-to-people, client driven experience, will need to evolve.

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