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The Advisor as Tech Guru, Educator, Full-Service Consultant

Over the next 10 years, the primary drivers of change will compel advisors to occupy three key roles.

The Advisor as Tech Guru

The wealth management industry is transforming rapidly, creating a need for advisors to reimagine who they are and how they work.

Salvatore Sodano, Vice Chairman at Broadridge Advisor Solutions, shares insights on the primary drivers of change in the coming decade that will compel advisors to occupy three key roles: technology guru, educator and full-service consultant.

In an article published in ThinkAdvisor, Sal discusses how these roles will help advisors deliver client value and shore up competitive advantage. Taken together, the picture can seem daunting. But in the wake of tremendous change, opportunity abounds for those able to embrace innovation and leverage their innate strengths.

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