Advisors, who make it a priority to understand their clients’ philanthropic interests and then provide insightful guidance on how to integrate their philanthropy in their overall financial plans, are those that do gain their clients’ greater confidence and referrals.
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Financial advisors need to continue demonstrating value to their clients. That requires their value proposition evolve to keep pace with market trends, changing demographics and business priorities.
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Millennials are disrupting just about everything, including wealth management. A recent Goldman Sachs report titled, “The Financial Brand,” stated that, by 2020, the total net worth of Millennials worldwide would double from 2015.
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