Get an unique look into what’s driving the success of different companies and how one can degree up your individual apply. In Betterment Advisor Options’ 2024 Advisor Survey, they requested 500 impartial advisors to share how they’re navigating the trade, embracing tech, and profitable large in an ever-shifting panorama. The survey is filled with trade insights, present tendencies, and ideas for rising your apply. Be a part of this webinar to study extra about tendencies affecting your friends and take into account how your agency stacks up.
Insights embrace:
- The rise of Millennials: Practically 75% of advisors surveyed are Millennials, aligning with the wants of Millennial traders who’re turning into high-value shoppers.
- AI and know-how adoption: 4 out of 5 advisors are utilizing AI, with 64% of the remainder planning to, making know-how essential to environment friendly apply development.
- Enhancing consumer experiences: 43% of advisors would dedicate extra time to monetary planning and consumer conferences if they’d the sources.
- Retirement planning focus: Over 80% of advisors handle 401(ok) plans, with many extra planning so as to add this service.
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Thomas Moore
Head of Betterment Advisor Options
Alison Considine
Director of Technique & Enterprise Improvement
Betterment Advisor Options
Devon Klumb CFP®, BFA™
Head of Gross sales
Betterment Advisor Options
Davis Janowski – Host
Expertise Editor
WealthManagement.com
