In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Outside perspective from trusted individuals who have experience working alongside successful professionals can provide ideas and advice to help business owners, including financial advisors, achieve their goals.
The benefits of working with Gen-Xers are numerous; the most important for our industry is they understand the benefits of financial planning and are willing to pay for it.
Wealth managers who understand cognitive biases can use this knowledge to help better manage investor confidence and steer clients back on the right path.
