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How to Exceed Client Expectations in Wealth Management

White Paper Published By: Salesforce
Published:  Nov 19, 2015
Type:  White Paper

We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors? Considering that 90% of new heirs switch FAs, the focus needs to be on this generational transfer.

Financial advisors must now earn their client’s business. Innovation and technology have raised the bar for customer expectations in every industry, including wealth management. Disruptive and agile competitors continue to emerge. Meanwhile, clients have access to information like never before.

We’ve created this e-book with all of the above in mind. By the time you’ve finished reading it, you will have a much better understanding of the four crucial insights financial advisors and wealth management as a whole need — not only to survive what’s ahead, but also succeed in the new competitive landscape.

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salesforce, client expectations, wealth management