Inaugural WealthTech Study—First 50 Win $10!

If you have trouble viewing this email, read the online version | Add to Safe Sender List

Hello Colleague, you're invited to share your insights!

Behavioral finance has been growing in popularity across advice channels, but how can advisors recognize biases and counteract them when working with clients?

Participate in Cerulli Associates’ inaugural Advisor WealthTech research study to share your experiences on the impact of technology on advisor productivity and the client experience within your practice.

The first 50 people who share their insights with us will receive a $10 Starbucks gift card! PLUS, you'll receive a complimentary copy of The Cerulli Edge: U.S. Asset and Wealth Management Edition.
Take the Survey Here

Thank you in advance for your time and participation!
WealthManagement.com

Sponsored by: Cerulli Associates

Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here. WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement