The trick for advisers is to be able to leverage the comprehensive data you already have in your systems and deliver that in a digital way to the next generation of investors.”
Matt Sonnen , CEO and founder, PFI Advisers |
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Sumnmary: When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids have grown up in the digital age!”
The trick for advisers is to be able to leverage the comprehensive data you already have in your systems and deliver that in a digital way to the next generation of investors.”
Matt Sonnen , CEO and founder, PFI Advisers |
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