To understand the importance of involving both spouses in the discussion, we asked our very own Vicky Frye, Director of FinTech Innovation and Cybersecurity Strategies at WMGNA, for her comments on this topic.
In the best-case scenario, subscription services are the heir apparent for the delivery of wealth management services because they bestow the greatest amount of flexibility on the advisor to help their clients achieve comprehensive and lasting financial security.
Take this little “acid” test, and you will know if a subscription model could work for your practice.
