Post Tagged with: "advisor 3.0"

Wealth Management 3.0 Is Here– Are You Ready? (Part 3 of 3)

Wealth Management 3.0 Is Here– Are You Ready? (Part 3 of 3)

by July 23, 2012 at 8:37 am Comments are Disabled

Over the past couple of posts we took a fairly irreverent whirlwind tour through the last 150+ years of those financial services oriented specifically towards helping successful families grow, protect and share their wealth– the very essence of w…

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

by July 12, 2012 at 8:37 am Comments are Disabled

Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in companies and industries that no longer exist. These c…