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Thank you for requesting
Digital Advice and the Client Journey
What do you hope to accomplish with your digital strategy?
First, take a big-picture look at your advisory practice with the 8 critical elements in our newest paper. Using what you learn can help position your firm for a successful digital advice strategy.
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Learn:
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How to assess your firm’s experience, growth and efficiency goals
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How to get in the heads of your clients by identifying needs and touchpoints
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When and how your advice and digital capabilities can converge to enhance collaboration
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How you can transition your clients to a high-tech business model without losing your high-touch reputation
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Put time into understanding who you’re serving, what their preferences are and what motivates them into action.
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