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Smart Wealth Managers Service Households, Not Individuals. Here’s How Technology Helps

Wealth management is about trust. It is about giving an advisor control of your financial health and security and depending upon that advisor to make or recommend decisions that help you meet your financial goals. When we, as CRM vendors, focus on features that give our products an edge, we always focus on how specific features can help advisors build more trust. This is what makes relationship hierarchies so important.

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The Great Wealth Transfer

In "The Great Wealth Transfer is Coming, Putting Advisers at Risk," an article in Investment News, they pointed out that 66% of heirs fire their parents' financial adviser after they receive an inheritance. Marketing Wiz's "The State of Independent Financial Marketing" whitepaper discusses how every day, $2 billion in assets move from Baby Boomers to Generation X and Generation Y heirs. Combining these two statistics paints a concerning picture for financial advisors. How can Wealth Management firms address the needs of these inheriting children, to prevent losing 66% of their asset base?

In: Finance
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Strengthen the Advisor-Customer Relationship with Meaningful Non-Financial Touches

I’ve spoken in the past about integrated desktops and the value they bring to advisors and the firm. In essence, the integrated desktop brings together all the information and applications an advisor uses into a single workspace.

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