Survey Findings: How Independent Advisors Are Weathering Industry Shifts
DATE: Tuesday October 8, 2024
TIME: 2:00 PM ET 11:00 AM PT
DURATION: 60min
Get an exclusive look into what’s driving the success of other firms and how you can level up your own practice. In Betterment Advisor Solutions’ 2024 Advisor Survey, they asked 500 independent advisors to share how they’re navigating the industry, embracing tech, and winning big in an ever-shifting landscape. The survey is packed with industry insights, current trends, and tips for growing your practice. Join this webinar to learn more about trends affecting your peers and consider how your firm stacks up.
The rise of Millennials: Nearly 75% of advisors surveyed are Millennials, aligning with the needs of Millennial investors who are becoming high-value clients
AI and technology adoption: 4 out of 5 advisors are using AI, with 64% of the rest planning to, making technology critical to efficient practice growth
Improving client experiences: 43% of advisors would dedicate more time to financial planning and client meetings if they had the resources
Retirement planning focus: Over 80% of advisors manage 401(k) plans, with many more planning to add this service
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