Forward-thinking advisors are approaching financial planning as both an art and a science. They are marrying the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management to deliver value in new ways. In doing so, they are staying one step ahead–anticipating client needs and preemptively exceeding them. And they are leveraging technology, automation, and predictive analytics to deliver a client experience that is highly personalized and scalable–realizing measurable advantages as a result.
Join us at the 2019 eMoney Summit as we explore how the industry’s future-ready and FlexGen AdvisorsSM are pushing boundaries, rethinking what is possible, and getting at The Heart of AdviceSM – the core of what makes a truly exceptional client experience. And learn how they are transforming their business models to deliver incremental value and more successful outcomes for both their firms and their clients.