The 93/25 divide:
- 93 percent of individuals indicate they are engaged with social media at least weekly
- only 25 percent of advisors say they interact with their clients via social media
Whether it's closing the digital divide with your clients via social media or assessing the flexibility of your tech stack, now is the time to reassess and plan for the headwinds of changing consumer demands and the increased cost of doing business.
In his recent article published in Investments & Wealth Monitor, Oranj founder and CEO David Lyon provides three tips on navigating this complicated landscape.