Clients are demanding better, faster, and fully digital investing experiences. Are advisers providing this?
In the current market environment, the most important step any advisor should take is to educate themselves end-to-end about the technicalities of blockchain, cryptocurrency, crypto-assets.
Financial advisors/firms are looking for flexible and integrable fintech solutions to enhance the client’s experience, customize advice and portfolios, improve advisor efficiency, and save costs
What methods and capabilities are advisers using to master virtual engagements? What are the ‘digital-assist’ possibilities with modern communication solutions?
AI and Fintech tools can benefit both the top and bottom line: client engagement, product and pricing, client experience, productivity, and operational efficiency.
#WFH is a time for financial advisors to not only survive but thrive in client communications, prospecting to end investors and keeping up relationships with COI's. Deep dive into how to establish your personal brand, value prop, solving client points and how to be more client-centric in your approach.