Tell me you haven’t heard the term “hybrid advice” mentioned in at least one work-related conversation this week. I’ll be amazed if you can. Hybrid wealth management is a hot topic, and it is only getting hotter by the moment.
Accenture recently published a study, The New Face of Wealth Management, on this very subject. The key takeaway? Hybrid advice models rank higher than all others in several dimensions critical to customer loyalty and satisfaction, from customized service to low-cost products. Hybrid is here to stay—and investors told Accenture a lot about their preferences in this space.
I’m speaking on our study at the In|Vest Conference in New York City on Tuesday, July 11. Should you be at the conference, join me at the Innovation Lunch Session from 12-1pm to discuss the hybrid advice proposition. And if you can’t make lunch, I’ll also be hosting a get-together that evening, as well as an executive breakfast with Salesforce on Wednesday morning.
Reach out to Meg Morgan if you would like more information on any of these events.