Your Key to Unlocking Business Success
Learn why the convergence of wealth management with retirement plan advice continues to be a trend for advisory firms seeking high-net-worth clients in this latest survey conducted by Wealth Management IQ and Marsh McLennan Agency. The survey also takes a look at employee wellness and where these programs pose a growing interest for plan sponsors and advisors alike. Survey data highlights: |
- How 44% of respondents see acquiring new high-net-worth clients as a top growth strategy for advisors
- Why standing out from competitors and increasing business efficiency are top challenges firms face.
- Where employee wellness leans into finding the right talent to meet the growing demand for their firm’s services.
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