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.
Scaling Financial Planning: Overcoming Disengaged Advisors and Clients
Assess why advisors and clients are not deeply engaged in the financial planning process to help optimize your financial planning function.