Industry trends towards cost-effective solutions will drive increasing adoption of digital advice platforms. While most asset managers are waiting to see which direction robo advisory will take, financial advisors need help understanding the opportunities digital advice has for their businesses. Distribution teams who take the lead in this discussion with their advisors will demonstrate their consultative value and build stronger relationships with advisors well into the future.
Our latest research, Preparing Distribution Organizations For Digital Advice, examines the six models of digital advice in the market today and discusses why a hybrid human and digital approach will prevail. The report focuses on changes distribution teams can make to their product placement, sales approach, and collaboration with channel partners to achieve success in digital advice.
Purchasers of this report also receive a personalized DST analyst presentation. Position your sales teams to lead and succeed with advisors in today and tomorrow’s digital advice landscape. Purchase the report today.
Primary Audience: Head of Distribution, Sales Managers
This report builds on previous DST research on wholesaler and financial advisor preferences and practices, and includes recent interviews with distribution executives at asset management firms, robo advisor experts, and advisors.
categories: digital advice, robo advisors, distribution strategy, investment strategy/investment product