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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

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Financial Planning: Tech matches wealthiest clients with advisors

 

Mitch Caplan published an article that was featured as Financial Planning’s e-newsletter’s leading headline. In the article entitled “Tech unites wealthiest clients and most successful advisors,” Mr. Caplan, Jefferson National’s CEO, discusses technology and the role for robos, while also emphasizing on the importance of relationships and guided advice.

The article cites some of the latest findings from Jefferson National’s second annual Advisor Authority study. Mr. Caplan notes that tapping the power of technology is one of the clearest distinctions of the most successful advisors and most affluent investors — and all advisors should take note.

This year’s Advisor Authority study again shows that the most successful RIAs and fee-based advisors are forward thinkers, marketing innovators and technology adopters. This innovative mindset is driving change in our industry — and all advisors at every level can capitalize on this knowledge to build a more scalable and profitable practice and create a more enduring franchise.

But while technology helps drive profitability, and there is an important role for robos in today’s successful practice, Mr. Caplan concludes that relationship still matter to advisors and clients. And in the end, nothing can replace the value of holistic, unbiased, guided advice for attracting new and retaining current clients.

 

Read the full article, here