“Discovering the Strategies That Will Provide Growth” Executive Summary

Compiled and Provided by Weylman Consulting Group, C. Richard Weylman, Chairman

Objective As a research-based consulting firm providing education and consultation services to all three sectors of the financial services industry – wealth advisory, insurance and banking – we are well aware of the challenges the industry is facing. These include tightening DOL regulations, additional pricing and fee pressures, escalating competition from ‘robo’ advisors, and marketing and prospecting approaches providing tepid advisor activity and growth, at best.

We understand the real value in speaking directly with consumers on how they see the changes, what they are looking for in an advisor today, and their greatest needs and concerns.

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