The investment and wealth management industry is evolving rapidly. Increased competition and commoditization is forcing advisors to rethink and fine-tune their underlying value propositions.
This session will provide an overview of several investment, technology, and industry trends that are driving change across the industry, including:
The changing world we live in
Disintermediation of information
How social media affects advisor credibility
The changing lens of how investors evaluate investment performance
Disruptive forces hitting wealth management:
The move to independence
The industry “race to zero'
Competing in a commoditized world
Advisors will take away a better understanding of the simultaneous disruptive forces hitting our industry and potential paths to explore to better articulate their value propositions and deliver a differentiated end client experience.
Understanding the disruptive forces affecting the wealth management industry
Refocusing on the articulation of your unique value proposition as a wealth advisor in an increasingly commoditized industry
Chief Investment Officer,
Dynasty Financial Partners