With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.
This podcast dives into how you can tweak their language in order to have more effective client conversations.
Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.
A look at the results of FlexShares research on advisor wellness. The paper reveals key stressors and the divergence of those stressors based on gender, age, marital status, firm types and services offered.
In my experience, there are two questions that can get to the heart of what matters most to the client and can make an incredible impact in not only advisor’s lives, but the investors they work with.