The Experience Stack: Using Financial Planning Technology for Client Engagement

Engaging Clients with Financial Planning Technology Blog

An enormous opportunity exists for financial advisors to engage clients with actionable financial plans to grow planning revenues. A recent study from Kehrer Bielan showed that on average, only 20 percent of an advisor’s clients have a financial plan1. The vast majority of clients are being underserved—firms and individual advisors can seize this opportunity to…

Continue reading

What Prevents IBDs from Delivering an Exceptional Client Experience?

Independent broker-dealer obstacles to a great client experience

Independent broker-dealers across the industry know they need to deliver a better experience to their customers. Getting started, however, can be difficult. It’s important to first answer a fundamental question: What do clients want? How your firm answers this question will determine how you go about improving the client’s experience. According to a report from…

Continue reading

Understanding the Experience Stack Within the Evolution of Financial Advice

Financial Advisor Experience Stack

The experience stack is an essential concept for financial advisors to understand if they’re to keep up with the evolution of financial advice. As an outgrowth of the technology stack concept, it’s important to take a look at both concepts, including how they’re related and why they’re important. A tech stack is a set of…

Continue reading