80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.
An eye-popping 81% of next-generation high-net-worth clients switch financial advisors within two years of their inheritance. While this may seem like an industry crisis, it also presents an opportunity for forward-thinking advisory practices, individual financial advisors who are eager to try a new model, and financial services partners capable of providing scalable practice management solutions.
Solutions for the Coming Financial Advisor Shortage
Financial advisors can unlock productivity – without losing the human touch their clients desire – with technology and partners that enable scalability.
Predictions: The Ugly Sweater Of Financial Markets
In the financial markets, the equivalent to the ugly sweater party is the making of market predictions for the year ahead. Sure, it’s fun, they’re cute, and they grab attention. But ultimately, they are useless and thus a waste of time.
