Here’s what you’re looking for: Rory Henry

John Fenton, CPA, MBA is the CEO of John J. Fenton Executive Coaching, which he launched following a successful 30+ year career as a managing partner and CPA. He is a Certified Success Principles™ Trainer, an award-winning speaker, best-selling author and leading authority in leadership.

Cue purpose, vision and culture as you pursue excellence.

By John Fenton
The Holistic Guide to Wealth Management

Some call it a battle, some call it a war. Whatever you call it, there’s no arguing that competition for talent in our industry is fierce. Accounting firms, like most other businesses, are struggling to find qualified workers to meet the growing needs of their clients and customers. At the same time, opportunities to grow revenue are abundant.

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According to McKinsey data, voluntary “quit rates” are 25 percent higher than they were before the pandemic. At some firms, attrition rates have been as high as 20 percent to 25 percent. Meanwhile, a recent Gallup survey found that only one-third of employees (32%) felt “engaged” in their jobs. Meanwhile, mid-level professionals who would normally be on track for long careers at their employer are leaving in droves to pursue something else.

The aforementioned McKinsey report identified the motivating factors that keep people in their jobs and the demotivating factors that drive them away.
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David Knoch has 20+ years of high-profile leadership in the financial advice industry. He joined Docupace as CEO in April 2020 and has spearheaded the company’s strategic transformation – marked by double-digit revenue growth, product/capability expansion, multiple acquisitions and numerous industry accolades.

It’s reshaping the future of holistic advice.

By David Knoch and Ryan George
The Holistic Guide to Wealth Management

Leveraging the power of technology has never been more accessible, or more important, for wealth management firms. As client priorities and goals shift, old delivery models and outdated tools are no longer enough to keep up in the current market.

So how does a wealth management firm differentiate itself? They lean toward technology and embrace the right WealthTech solutions to deliver holistic advice.

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Ryan George is the chief marketing officer at Docupace and a leader in both financial services and marketing communications. He is a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives and the CMO Council.

Read on as we break down the context, problems and solutions of WealthTech in the financial services space.

Why WealthTech?

The last few years have brought a world of change to the financial advice and investment industry. Between volatile markets, shifting client demands and an ever-growing technology landscape, the entire wealth management ecosystem is evolving. READ MORE →