Clients are expecting more from their advisors, and the family office model is paving the way for RIAs to stand out. Our president, Matt Pearson, shares key takeaways for financial advisors looking to offer a holistic, high-value experience in his latest article for WealthManagement:
Digital Access: Today’s clients demand seamless, personalized digital access to their financial information. Offering custom apps and tech solutions are essential.
Advanced Tax Planning: 47% of HNW investors prioritize tax planning, and they’re willing to switch firms for it. Partnering with CPAs is key.
️Estate & Succession Planning: “The Great Wealth Transfer” is happening, and advisors need to offer comprehensive estate planning services to stay competitive.
Be sure to check out the article in full for more insights from Matt on how to capture these emerging investors.