Posts tagged innovation
Wealth Clients Will Increasingly Expect Values & Social Alignment

Working closely with advisors for nearly 20 years and spending thousands of hours talking about their interactions with clients, one consistent theme shared by each of them is a passion for helping clients achieve their goals.  I often hear words like ‘It’s my job to make sure my client’s investments don’t keep them up at night!’ 

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Advisory Technology: Flintstones or Jetsons

Your hand shakes.  The keystrokes are slow and come reluctantly… Your mind races and horrible images flash before your eyes:  “Is this software contract going to be another nightmare?”  “Did my team do everything they could to pick the right tool?”  “Will I ever see a return on this investment?”  “Will this decision haunt me like so many other ones?”  “…. How can I possibly KNOW?!” 

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