Your Information and Strategy Source on XR & the Metaverse
For most financial advisors, time is money. Serving your current client base, prospecting, meeting regulatory needs, and practice management...they all take their share of your available hours. And if you operate a team, there are additional training, communication, and administrative burdens.
The last thing you need to worry about is being blindsided by developments in technology that move platforms, people, and ways of doing business out of the flow of your practice.
We offer a full range of services to assist advisors with:
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monitoring XR & Metaverse news, tools, experiences, opportunities
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having regular talking points/study points on XR/Metaverse topics to use with interested clients
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understanding the specific and complex nature of younger investors, especially those who may use technology/experience gaps as an excuse to transition from your practice.
We also give you a head's up on what future experiences, technologies, and regulatory developments may be. This gives you time to think about options, strategize with your team, and make long-term moves that keep your practice growing and your clients engaged.