Change You Can Manage 11/10/2019

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A recent study found that 55% of financial deliverables are printed materials. 1

Meanwhile, worldwide spending on technology has reached $3,360 billion in 2019. 2

With myriad compelling reasons to invest in technology—and an ever-expanding landscape of digital tools available—why are financial advisors still using so much paper? Why choose to print when it hurts the environment, creates inefficiency, and stalls your business growth? For many financial advisors, the answer is simple: clients aren’t ready to make the switch.

In this white paper, we offer change management techniques to help you get stubborn resisters to adopt digital processes—or whatever large-scale change you’re looking to implement—including:

• Fundamentals of change management
• Communicating the need for change
• Helping people gain confidence in their ability to make the switch
• Reinforcing new, desired behavior

With tangible ideas for getting started today, you’ll be able to start moving your practice in the direction you choose.

For use with financial professionals only.


1 U.S. Advisor Metrics 2017: The Next Generation of Planning. (2018). Boston, MA: Cerulli Associates. 16
2 Holst, A. (2019, May 20). Global technology market spending from 2014 to 2019 (in billion U.S. dollars). Statista. Retrieved from https://www.statista.com/statistics/886397/total-tech-spending-worldwide

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