Case Study: New Frontiers in Wealth Management: How advice firms can ensure long-term survival in a changing world

New Frontiers in Wealth Management: How advice firms can ensure long-term survival in a changing world

Deliverable:

White Paper

Sector:

Wealth Management

The Objective

Much of the day-to-day of running a financial advice business is focused - naturally - on tactical adjustments. However, longer-term shifts in the financial advice landscape meant that in order to fully future-proof your firm, more fundamental changes are required. But which ones?

The Approach

16 thought leaders in consulting, technology and financial advice itself agreed to contribute their thoughts on the challenges and solutions modern firms need to consider. The resulting mountain of insights needed to be honed into a crisp, manageable format that busy advisors could absorb easily.

The Result

Applying an evolutionary lens, a clear narrative emerged around four core areas: Management, Marketing, Offering & Technology. The common theme running through all the areas was the need for firm owners to re-assess their business from the ground-up.

To view the report, click on the link below or view video summaries of the sections here. A sample video is also included below.

"The depth of both his understanding of the fundamentals of the space and his ability to intelligently research was very clear in how well he was able to incorporate the cutting edge concepts we are implementing - and without need of significant revisions from his first draft!"

- Head of Strategy

"Matthew is an incisive writer with the intelligence to delve deep into understanding the essence of complex topics, and the flexibility in his writing style to be able to engage any audience. Matthew is a pleasure to work with."

- Futurist & Commentator

"Unlike many of our writers, we don’t need to spend any time editing his work. He also gets the work in quickly and offers a high level of insight instead of just regurgitating news. We look forward to working with Matthew more in the future."

- Journal Editor

"I had the privilege of collaborating with Matthew on a book - a long project that took many different twists and turns. Matthew was the epitome of patience but also provided good guidance and direction as we worked together. The result was better than I could have hoped for. The reviews for readers were very encouraging, and confirmed that it was worth all the effort! I'm very appreciative of Matthew for his wisdom, insight and tenacity."

- Advice Firm Owner

"Matthew is not only an exceptional writer but is also a fantastic collaborator. Matthew understands the assignment but then goes deeper to ensure he understands the context most important for the audience to receive."

- Consultant

"His meticulous research ensures that every piece he produces is not only factual, but also credible. Working with Matthew has been an absolute pleasure thanks to his unwavering professionalism and commitment to excellence."

- Wealth Content Manager