Two-thirds of wealth management leaders say that the industry is likely to look very different in three years compared to today. Wealth management leaders are ill-equipped to navigate or lead that change, however. Only 40% say that their firms are prepared to make the necessary and meaningful changes required for future success.
When making the leap to a new position, almost half of executives, across industries, stumble and underperform. Gartner has analyzed thousands of leadership transitions and uncovered various insights you can leverage to establish yourself as an effective wealth management leader during your transition and beyond.