Coming to you from the 2024 World Series of Success!
Wow – this year was BIG.
You all had amazing years last year, but I didn’t hear one person who thinks they can’t do way more. Pretty incredible.
If you weren’t in the sphere, to understand the scale of this picture, Cody is that tiny dot at the bottom in the black area!
2024 is going to be awesome!!
Here are your Quick Hits:
The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today
- This is a super in-depth article that provides a ton of value around where some experts think tech will be in the future.
- “with so many emerging themes, it can be a challenge for advisors to make sense of where our industry stands now and to understand where the industry is headed over the next 10 to 15 years.”
- “The cost to develop software has dropped precipitously, which has opened the door for building software that would have been prohibitively expensive to build in the past. We’re witnessing a new evolution to this theme right now as AI gets incorporated in many software tools.”
- “consumers are more open to a professional using technology to help them. For example, a recent Forbes Advisor Digital Banking survey indicated that 78% of adults prefer to bank on a mobile app or website, while another Forbes Advisor survey revealed that over 50% of survey respondents use digital wallets (like Apple Pay) more than traditional credit/debit cards. And JD Power’s 2023 U.S. Full Service Investor Satisfaction Survey found that consumers prefer a blend of human and digital interaction, regardless of generation.”
Prediction Consensus: What the Experts See Coming in 2024
Visualizing the top investments used by Financial Advisors in 2024
