How do I find a wealth management advisor? We live in a world of hyper-personalization. When we log onto Facebook or social media platforms, we see stories, tweets, and feeds that are within our area of interest. When we go to Amazon, we see products that we may be interested in based on our past purchases.
STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
When we watch movies on Netflix, we see ads and other movies that are based on our viewing history. There are interesting developments in the medical field as well, as the digitization of our medical records will mean that we are nudged to do certain exercises, perform certain tests, or buy certain medication even before we realize that we need to do so.
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This phenomenon of hyper-personalization is happening across many areas of our life. From the grocery we buy to the entertainment that we consume, there seems to be an integrated approach to give us an experience that is unique to our interests and past behavior.
Wealth management is also no different. Gone are the days when a wealth management advisor acted more like an investment manager. Today, the wealth advisor is expected to be more like an integrated wealth coach who advises on investment, risk management, insurance, taxes, estate planning, and every aspect associated with a client’s financial well-being.