Whitepaper | Plan for the best: Aligning your technology with the needs of high-net-worth clients

February 13, 2018 by Katelyn Rattray

Plan for the best: Aligning your technology with the needs of high-net-worth clients whitepaper cover page

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Whitepaper | Plan for the best: Aligning your technology with the needs of high-net-worth clients

Many advisors who serve HNW clients believe that harnessing technology is the key to growing their practices. In fact, a majority of HNW advisors increased their technology spending from 2016 to 2017 — and they expect another increase in 2018.

To learn more about how firms can leverage technology to attract, retain, and serve the needs of HNW clients in this recent study from Advicent and WealthManagement.com, click here.