July 2020 NAPFA Advisor Magazine - Full Issue-July 2020 NAPFA Advisor Magazine

July 2020 NAPFA Advisor Magazine - Full Issue

Pdf Summary

The document emphasizes the need for financial advisory firms to embrace an innovation culture and utilize technology. To succeed in the changing landscape, advisors must shift their perspective by prioritizing questions over answers, interpreting data effectively, and embracing adoption as a form of innovation. By doing so, firms can meet the demands of digital natives and thrive in the industry.

Keywords

financial advisory firms

innovation culture

technology

changing landscape

advisors

shift in perspective

prioritizing questions

interpreting data

adoption as innovation

digital natives