Technology is Necessary to Address Three Big Trends in 2022

Jan 3, 2022

When the ball drops in Times Square on January 1st, the advisory world will welcome the first year that technology becomes the single most important contributing factor to who wins and who loses.

We've been marching toward this time for decades and with the help of a global pandemic, we've sprinted the last mile. From staggering valuations for the tech 'haves' (Carson, United Capital, AdvicePeriod) to the explosion in spend on new tech. The battle for the top tech-enabled advisory firm is on.

Click HERE to learn the top three strategies advisors we worked with are focused on and how they can support your business success in 2022 in's 2022 Outlook.

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