As wealth firms expand their digital capabilities, they must prioritize the requirements of the so-called Early Adopters among their clients, who will be the first to trial and assess new functionality.
Wholesalers are coming up with new ways to win your business, so we thought it was time to get an update on how advisors perceive the value being provided — or not being provided — by wholesalers. As a token of our appreciation for your participation, we’ll enter your name in a drawing for a $250 American Express gift card.
The Sudol Group manages about $300 million in client assets and primarily works with clients who are "transitioning to or already in retirement," according to advisor Mark Sudol.
