Whitepaper | Shifting tides: Setting the modern advisor up for success

No matter the task or profession, we all face roadblocks in our pursuit of results. In the financial services industry, numerous factors can impact the success of an advisor or firm. These pain points must be addressed in order to achieve growth and firm prosperity.

Following the COVID-19 outbreak, volatile markets led to investor uncertainty while connecting with clients required a rapid shift to a fully digital experience. While these sweeping changes brought adversity to advisors, they also accelerated slowly approaching industry trends. 

In this whitepaper, we will examine:

  • Advisor and firm pain points
  • Technology solutions designed to alleviate pain points
If you are a bank advisor, click here to access the banking version of this whitepaper.
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78 percent of CFP professionals experienced an increase in client inquiries during the pandemic