Personalize or Perish: Why Personalization is Key for Financial Advisors
Personalization is key to compete in a crowded marketplace. While personalization was once a “nice to have,” providing a personalized wealth management has become essential to remaining relevant in a competitive marketplace where clients expect more than ever. For financial advisors, the stakes are even higher. As investors are increasingly turning to new robo technology […]
ESG Investors Are Different. The Industry Needs To Approach Them Differently – by Co-Founder & CEO Dr. Vinay Nair
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches to psychometric measurements based on how our bodily fluids, or “humors,” affected personal traits. Personality has long been known as a powerful force in determining our behavior. However, one area […]