Meet Pat. Pat’s an advisor in a traditional wealth management firm.

Pat meets with the Bradys at his office in the city once a quarter. They’re served their favorite green tea and they make small talk about the weather and the kids. The meeting covers a comprehensive performance report on the exclusive fund offered last quarter.

Good news: they beat the benchmark by 5% YTD.

What’s wrong with this picture?

Find out in this SlideShare why Pat will be obsolete in 5 years.

We’ll walk you through what factors are contributing to the new reality and how you can shift your organization to a more client-centric mindset to become the wealth management firm of the future.