Notice I didn’t say financial planning. The traditional financial services business is evolving unlike any time in our history thanks to the speed of innovation in technology. As retail stores are trying to figure out how they will survive the great Amazon effect, so too will our beloved financial services industry continue to see significant distribution pressures. That change is not a reflection on the value provided by the hundreds of thousands of experienced professionals delivering good advice and execution to solve real problems for households. This evolution is about price, speed and choice of products and how they are disruptive to the current distribution model.
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[Article originally published on Joseph Jordan's blog].
Read More >"What we need to do in “FinTech” is to find a way to apply a different kind of AI - Advisor Intelligence."Adam Holt, CEO, Asset-Map
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With Q4 just around the corner, we know you’re about to be busier than ever. To help improve your client communication using Asset-Map, we’ve introduced some new features for our advisors:
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Remote web meetings have made it easier to stay in touch with clients while being out of reach. If your clients live in a different state, travel often, or get sick (like most of us do), you won't need to cancel the conversation by having the right tools.
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