Get an exclusive look at what drives other firms' success and how you can level up your practice. In the Betterment Advisor Solutions 2024 Advisor Survey, they asked 500 independent advisors to share how they're navigating the industry, embracing technology and winning big in an ever-changing landscape. The survey is packed with industry insights, current trends and tips to grow your practice. Join this webinar to learn more about trends affecting your peers and consider how your firm is doing.
Insights include:
- The Rise of Millennials: Nearly 75% of advisors surveyed are Millennials, in line with the needs of Millennial investors who are becoming high-net-worth clients.
- AI and technology adoption: 4 in 5 advisors use AI, with 64% of the rest planning to, making the technology critical to growing an efficient practice.
- Improving client experiences: 43% of advisors would spend more time on financial planning and meeting with clients if they had the resources.
- Retirement Planning Focus: Over 80% of advisors manage 401(k) plans, with many more plans to add this service.
Sponsored by
CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.
Thomas Moore
Head of Betterment Advisor Solutions
Alison Considine
Director of Strategy and Business Development
Best Advisor Solutions
Devon Klumb CFP®, BFA™
Head of Sales
Best Advisor Solutions
Davis Janowski – Host
Technology Editor
WealthManagement.com