Category: White Papers

White Paper: An Adviser’s Guide to Understanding Investors’ Digital DNA

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How can advisers use digital to connect, communicate, and customize services for clients?

While technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way most individuals manage their personal finances and wealth.Continue Reading…

White Paper: The Rise of the Digital Adviser

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Becoming digitally-enabled gives you an advantage over both robo-platforms and traditional advisors.
Technological advances in the wealth management industry were initially ignored. Then, with the rise and popularity of the “robo-advisor”, they were feared. Now? The chance to utilize a dynamic hybrid model – still human but with digital enhancements – is an unparalleled opportunity to reach more prospects, earn more profit, and retain more clients.Why You Need This White PaperContinue Reading…

White Paper: Advising Clients Across Generations

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What two things do most investors list as deal-breakers with an advisor?

What communication method do Millennials prefer more than Xers and Boomers combined? If you don’t know, you need to find out.

Why You Need This White Paper
It doesn’t take a year to get better at differentiating your client roster. In fact, after reading the report, you’ll be better prepared than many other advisors to address the specific needs of your clients and prospects.Continue Reading…