Wednesday, November 9, 2022
3:00 PM - 3:45 PM (EST)
Client migration across the advice continuum: From disconnected transactions to a lifetime relationship

The robo-advice market heralded digitalization’s permanent place in client experience. Since then, digitalization and democratization have led to the expansion of advice across all affluence levels to include robo-advisors, hybrid advice, traditional advisors, private banks, and financial wellness in the workplace. But how are clients allocated or moved across this advice continuum? Successful companies will make it easy to move across models, such as from wellness to full-service advice, or from online brokerage to robo-investing or hybrid offerings.

This panel will discuss:

  • How to navigate the various advice offerings and continuums on the market
  • How clients migrate from model to model, and how best to help them
  • How to know whether clients should move or stay within their advice segment as needs change
  • What the drivers, circumstances, challenges, and financial implications are with moving around the advice continuum
Meghna Mukerjee