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"We've known for a while that financial stress and its negative consequences is a huge issue for plan participants and sponsors alike," says Steve Wilbourne, CEO Questis, "But what exactly advisors should do and how that changes their business model has been more difficult to clearly nail down until recently. Advisors and financial enterprises know they need to get something —that works —in market now, and they're looking to us for help. We had an exciting 2018 and I can't wait to see what 2019 has in store for us."
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This article focuses on what is expected to take place in the months and year to come. Predictions touch on advisor technology stacks, the increase in coach hires, quickly launched pilot programs, hard ROI for advisors, and more.
To view the post, visit https://www.myquestis.com/single-post/2019/01/03/2019-Predictions-5-Trends-in-Financial-Wellness.
Questis prides itself on its configurability and its ability to seamlessly work with any firm model.
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