Sponsored by Advicent
Many advisors of HNW clients believe that harnessing technology is the key to growing their practices. In fact, a majority of HNW advisors increased their technology spending from 2016 to 2017 — and they expect another increase in 2018.
But many HNW advisors are still only using technology for back-office and other non-client-facing services, despite being more likely to see potential benefits of technology with more valuable services for affluent clients like financial planning.
So why are so many HNW advisors failing to align their technology with the interests of their most affluent clients? Find out in the latest research-based white paper from WealthManagement.com and Advicent for fascinating insights that discredit some previously-held assumptions — including:
• Myth #1: Technology cannibalizes high-touch opportunities
• Myth #2: HNW clients are less keen on technology
• Myth #3: HNW clients do not fit the boxed solutions offered by many technology companies
Download the white paper below to learn more about technology trends for advisors who serve HNW clients.