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This is the 3rd 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 "Advice That Models Real Life: Structuring Customer Experiences for Inclusivity, Life Events & Taxes" (June 2022). Your purchase of this report also includes parts 1 and 2 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.
- Customer experiences with three characteristics have clearer value propositions and will engage more customers and prospects than other experiences: (1) consumer-facing names, (2) separate prices on investment products and services, and (3) a focus on helping clients improve.
- New techniques for interactivity will differentiate engaging experiences and provide better recommendations.
- Prices in dollar terms will change competitive dynamics and market size. Inside Advice® Grid, the standardized industry-wide framework, shows why categories with more features have higher prices in dollar terms.
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