Survey findings: how independent advisors are weathering industry shiftsSurvey findings: how independent advisors are weathering industry shifts
Available On Demand
October 8, 2024
Date: Oct 8, 2024
Duration: 58 Min
Already have an account?
Sponsored by Betterment
Get an exclusive look into what’s driving the success of other firms and how you can level up your own practice. In Betterment Advisor Solutions’ 2024 Advisor Survey, they asked 500 independent advisors to share how they’re navigating the industry, embracing tech, and winning big in an ever-shifting landscape. The survey is packed with industry insights, current trends, and tips for growing your practice. Join this webinar to learn more about trends affecting your peers and consider how your firm stacks up.
Insights include:
The rise of Millennials: Nearly 75% of advisors surveyed are Millennials, aligning with the needs of Millennial investors who are becoming high-value clients.
AI and technology adoption: 4 out of 5 advisors are using AI, with 64% of the rest planning to, making technology critical to efficient practice growth.
Improving client experiences: 43% of advisors would dedicate more time to financial planning and client meetings if they had the resources.
Retirement planning focus: Over 80% of advisors manage 401(k) plans, with many more planning to add this service.
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Thomas Moore
Head of Betterment Advisor Solutions
Alison Considine
Director of Strategy & Business Development
Betterment Advisor Solutions
Devon Klumb CFP®, BFA™
Head of Sales
Betterment Advisor Solutions
Davis Janowski - Host
Technology Editor
WealthManagement.com
