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RAB Research Archive

The advisor as tech guru, educator and full-service consultant



It’s no secret that the wealth management industry is in the throes of profound transformation. Confronted with potential upheaval, advisors are starting to reimagine who they are and how they work. In the next decade, the primary drivers of change will compel advisors to occupy three key roles: Technology guru, educator and full-service consultant. These roles will help advisors deliver client value and shore up a competitive advantage.

Source: Tech Center



View or Download: http://www.thinkadvisor.com/2017/09/18/the-advisor-as-tech-guru-educator-full-service-con?&slreturn=1506124035

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