https://www.financial-planning.com/leaders
Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.
In my capacity as Reporter for Financial Planning Magazine, I hosted this Leaders session:
2024-11-21 - FP – Leaders - Adapting to client needs in the digital age
https://archive.org/details/leaders-adapting-to-client-needs-in-the-digital-age
The challenge for advisors lies in delivering personalization at scale that is at the level of service their clients expect. One area in which advisors can excel is in exploring how to deliver personalization using direct indexing and tax management. Natalie Wolfsen, CEO of Orion, will discuss the ways in which advisors can marry tech with personalization to build deeper connections with clients.
