With 2/3 of Millennial and Gen Z investors believing that working with a financial advisor will help them achieve financial success3, advisors must look now options that will help them delegate non-client facing activities so they can give this new client-base the attention they desire.
The right partner can help you:
establish a repeatable and scalable discovery process
clearly articulate your wealth management process
help your clients understand risk and stay committed to their long-term strategies
1 Cerulli: Non-Ideal Clients Undermine Productivity, National Association of Plan Advisors, March 18, 2022.
2 Survey of Independent RIAs – January 2021: Outsourcing Investment Management, WealthManagement.com and Vestmark, January 2021.
3 Young Clients A Priority For Growing Firms, Financial Advisor, January 24, 2023.