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Today's Key Question:
Did you know that even though the trend towards on-line services is growing, more and more people with money are demanding personalized service?
See the article below from Wealth Advisors.
"Boost team engagement and performance with one simple tool"
* How do you create a company that produces consistent and desirable results—no matter what? It’s a question every business owner asks, and the answer is simple: Create systems that support the outcomes you want to achieve—from the customer experience and team culture you want to promote, to the product you deliver and your annual revenue goals.
"Shoppers plan to skip brick-and-mortar stores as holiday spending season looms"
* Online shopping has seen a huge spike since the coronavirus hit and lockdowns occurred. Those who plan to shop online this holiday season don’t see shopping in stores as a major part of the season.
"President Trump Announces a Coronavirus Relief Executive Order; UPDATE: Trump Signs Four EOs"
President Trump on Saturday signed four executive orders.
"Hyper-Personalization May Be Wealth Managers’ North Star Through Unchartered Waters"
* And so, while the COVID-19 health crisis is undoubtedly horrific and navigating the resulting social and economic impacts will be a challenge for everyone – HNWIs and wealth managers, included – it also represents an opportunity for wealth managers to do – and improve – what they do best: giving investors financial advice with a human touch. As Capgemini’s Bose writes, “Your firm’s response to the events of 2020 and the ability to effectively engage with clients whose priorities may be shifting can define the future of your business.”
By embracing technology and using it to provide investors with the hyper-personalized advice they crave, wealth managers can work to make that future a bright one – for themselves and the clients they serve.