Foundations: Decision Consistency and Economic Rationality
Stephen Striegel2021-06-24T20:26:37+00:00Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.
Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?
Patrick Spenner2021-06-24T20:33:22+00:00A personalization strategy is only as good as the data that underpins it. Wealth managers that are building enduring advantage are moving beyond “found” data to create their own unique client data.
3 Questions to Innovate Your Client Journey for Scarce Attention
Patrick Spenner2021-06-24T20:34:02+00:00Attention spans are shrinking. Is your client journey optimized to engage clients in shorter intervals?