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Thursday, December 15, 2022

Resolve the Breakaway Problem with an Built-in Wealth Platform

Sponsored by 

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Advisor strikes to impartial channels had been up 2.6% in 2021.1

Frustrations and challenges with legacy know-how constraints and outdated shopper service fashions will proceed to be compelling causes for advisors to hunt new properties or to start out their very own corporations.

Enterprises that wish to compete properly into the longer term should not solely perceive the significance of the advisor expertise, however prioritize bettering it for the sake of retaining the expertise by constructing and delivering an built-in, complete wealth platform.

On this white paper, we’ll focus on:

  • The present state of shopper expectations and advisor experiences
  • Why future-focused enterprises will win
  • What a completely unified enterprise resolution seems to be like
  • How enterprises can flip unified know-how into a strong recruitment and retention instrument

Obtain the white paper to be taught extra.

1“Advisors on the Transfer.” 25 Feb. 2022, https://www.financialadvisortransitions.com/weblog/advisors-on-the-move. Accessed 31 Oct. 2022.

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