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This is the 1st report of the three-part series, "State of Advice and Guidance for 2023." The other two parts of the series are "Advice That Models Real Life: Structuring Customer Experiences for Inclusivity, Life Events & Taxes" (June 2022), and "Engaging Customers and Prospects in Advice: Trends in Pricing and Digital Best Practices" (September 2022). Your purchase of this report also includes parts 2 and 3 of State of Advice & Guidance 2023. This report focuses on the impact of properly packaging experiences through assigning names and clearly defined value propositions. It also covers current and future pricing of advice experiences, and digital best practices.
- Consumer demand to balance competing goals will make the ability to deliver integrated plans a competitive advantage.
- Increasing urgency to proactively identify customer pitfalls will prove that scope of topics covered is as important to differentiating advice experiences as service level.
- Probability of success scores will be supplemented by diagnostic metrics that make delivering better advice more efficient.
- Periodic and on-demand interactions have the potential to make advice more scalable, but more definition and new pricing mechanisms will be necessary to ensure new models are economically viable.
Available for license to non-Trends Subscribers as part of State of Advice & Guidance 2023 full report beginning January, 2023.
Online only (1-20 log-ins) - $18,000
Online with slide download (1-50 logs-ins) - $36,000
Online with slide download, PPT & PDF (unlimited log-ins) - $57,000