Experts weigh in on wealth management trends
Rania Kalaaji, February 6, 2023 ~ 1 min read time
Advisor360° launched its first newsletter edition on LinkedIn in November 2022. Named Connect360° to emphasize the importance of building relationships across the industry, the newsletter functions as a way to bring your wealth conversations full circle. Over the past three months, Connect360° has published three editions, featured ten different contributors, and amassed over 2,200 subscribers. Below you can read more about the three editions.
Redefining wealth management
For the inaugural edition of our LinkedIn newsletter, we asked our four contributors—Bill Winterberg from AdvicePay, Bill Valone from TriNet, Matt Sonnen from PFI Advisors, and David Townsend from Halo—about what redefining wealth management means to them and the emerging trends they are seeing in the industry. They also spoke about providing more services and personalization.
I think answering the question ‘What should we NOT be doing’ has become one of the most popular ways firms are starting to redefine themselves.
Bill Valone | TriNet
Read Redefining wealth management to learn about this topic.
Enterprise-class experience
To wrap up the end of the year, our second edition of Connect360° included contributions from Kristian Borghesan at FutureValult, Wes Stillman at Visory, and Advisor360°’s very own Doug Wood. These contributors shared their thoughts on enterprise-class technology and how to deliver an enterprise-class experience to clients.
First and foremost, it always starts with your people.
Kristian Borghesan | FutureValult
Read our contributors’ insights about the enterprise-class experience.
Connected wealth
Our latest newsletter focused on connected wealth. Our contributors answered questions about technology, improving the client experience, compliance, recruitment and retention, and the client relationship. It also featured findings from our 20-page report that explores the role a wealth management firm’s technology plays in facilitating business. January’s newsletter featured Grant Piller from MassMutual, Scott Reddel from Accenture, and Advisor360°’s Rich Hart.
We’re in the greatest wealth transfer in the history of mankind.
Rich Hart | Advisor360°
Read about connected wealth on our newsletter or download the Connected Wealth Report.
Subscribe to our Connect360° newsletter to automatically receive the latest issue.
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
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