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

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

close
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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.

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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.

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September 23, 2015

Investor Business Daily: Financial Advisor Pro Tells How Tech Tools Hold Keys to Success

 

In an Investor’s Business Daily article, Jefferson National CEO Mitch Caplan introduces findings from our Advisor Authority study to explain what is needed to succeed in today's competitive marketplace. Writer Margaret Price notes that advisors are “…adopting new strategies to compete—and shine—in a changing marketplace.”

The Advisor Authority study shows two main trends: financial advisors are beefing up on technology, and advisors are shifting marketing strategies to attract younger clients. As Mr. Caplan explains, this is both a major turning point for advisors—and part of a continuing trend as technology “…puts consumers in the driver's seat.” At the same time, technology creates greater opportunities for advisors to not only achieve scale and “boost operating efficiency – but also gain ways to reach new clients.”

When asked to discuss the hot topic of robo advisors, Mr. Caplan says, “Allow me to redefine robo-advice. When done right, it’s a digital advisory experience…within the next 10 years, most financial advisors will have adopted digital advisory as part of their practice.” He continues that in the future, “Winners will be the tech-savvy practices with the best advisory and communications skills.”

Read more on Mitch Caplan’s thoughts about embracing this tech change, here.