
#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard
WealthTech Today
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Getting Full Service Advisors to Adopt Digital Advice
Digital is either kind of an engagement model that they can use for all their customers. Some firms are looking at it as, hey, it's a small account solution. So take all your sub X, say, 500,000 or $250,000 customers and digitize those relationships to improve client service. Others aren't looking at it that way. It's a way to engage all of my clients digitally. And even within individual firms, different advisors are thinking about it differently.
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