Order Report - Advice That Models Real Life: Structuring Customer Experiences for Inclusivity, Life Events & Taxes
This is the 2rd report of the three-part series, "State of Advice and Guidance for 2023." The other two parts of the series are "Structuring Differentiated Advice Experiences: Balancing Customer Goals, Uncovering Pitfalls and Striving for Scalability" (April 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 1 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.
- Building inclusivity into data fields will create opportunities for experiences that can serve overlooked customers by making advice relevant.
- The non-linear nature of life will raise the competitive bar for advice personalization.
- Experiences that optimize lifetime taxes will rise to dominance in the high-net-worth space.
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