Whitepaper | Deep impact: 3 critical steps to creating an effective digital strategy

Advisors dismiss a digital strategy at their own peril. Far from a contest between man and machine, today’s technology complements a financial planning practice in ways that strengthen the client experience, streamline processes and exponentially enhance growth.

In order to develop an effective digital strategy, we will examine:

  • Why financial planning should be at the core of the digital experience
  • Why the digital strategy should not only be client-centric but planning-centric
  • Why a digital strategy needs to span the client journey

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According to Cerulli’s Advisor Metrics report, heavy technology users spend 34 percent less time resolving client service issues