We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors? Considering that 90% of new inheritors switch FAs, the focus needs to be on this generational transfer.

Financial advisors must now earn their client’s business. Innovation and technology have raised the bar for customer expectations in every industry, including wealth management. Disruptive and agile competitors continue to emerge. Meanwhile, clients have access to information like never before.

What the Book Is About

We’ve created the e-book, How To Exceed Client Expectations in Wealth Management, with all of the above in mind. By the time you’ve finished reading it, you will have a much better understanding of the four crucial insights financial advisors and wealth management as a whole need — not only to survive what’s ahead, but also succeed in the new competitive landscape. Available today.

The Structure of the E-Book

Each chapter gives a deep dive into the following four crucial insights:

Today’s Client Expectations

There is a customer experience arms race occurring across many industries. Innovative brands, companies, and services, both inside and outside of the financial services industry, are raising the bar with impressive, effortless experiences tailored to meet their customers’ needs. Wealth management firms must adapt to the higher expectations of their clients.

The Advisor Disconnect

Despite the massive change in customer expectations, there’s been an underinvestment in the necessary innovation to meet these new challenges. As a result, many financial advisors are stuck, unable to take advantage of the market opportunity. What’s to blame? Out-of-date investments in legacy technology.

A Reimagined Experience

A transformative exercise for reimagining the customer experience is to consider what innovative brands and organizations in other industries have done to accomplish this on behalf of their clients. This chapter takes a look at what Burberry, UCSF, Uber, and Automatic are doing and how it all relates to the wealth management industry.

Connect in New Ways

How can financial advisors prioritize their time wisely and build relationships that deepen their existing book of business? How can they and their teams deliver personalized and proactive advice in the effortless way customers now expect? The key to all of this is adopting a customer success platform that allows them to connect to clients in new ways. Read this chapter for specifics on what this platform should include.

Get the E-Book

You can now download this e-book for free. Click the button below to access How To Exceed Client Expectations in Wealth Management to learn how financial advisors can adapt to today’s competitive landscape and make the most of the tremendous market opportunity.