As we dive deeper into the intricate world of finance, it becomes more evident that Registered Investment Advisors (RIAs), Broker-Dealer (BD) advisors, and others need AI assistants like ChatGPT that not only keep them updated but also assist in providing the best solutions for their clients. The Wealth Advisor, an authority in wealth management, is thrilled to announce the imminent launch of America’s first Direct Indexing Buyer’s Guide in July.
Unveiling results from our latest survey, we discovered that 70% of financial advisors have limited or no understanding of direct indexing. Yet, there's a high demand for more knowledge and an eagerness to adopt such offerings into client portfolios. Catering to this necessity, we've developed an innovative learning resource – The Direct Indexing Buyer’s Guide.
Going beyond the scope of a regular information source, the Buyer's Guide delivers unparalleled value propositions in an easy-to-grasp format. Firms can gain advantages beyond traditional content marketing through our sponsorship program, including personalized firm profiles, quick-view digital dashboards, CRM-integrated lead follow-ups, targeted earned media, exclusive email campaigns, video interviews, and real-time feedback.
ChatGPT AI will play an important role in delivering timely platform recommendations based on advisor use cases, for retirement planning and wealth creation. The AI tie-in will deliver succinct answers like which is best. Direct Indexing or ETFs and why, what are the costs and for RIAs go many basis points will we receive for the platforms listed, and unimaginable turn-key solution recommendations like “Lay Out My Business Plan Using Direct Indexing” and how do we, and an advisor make money with direct indexing.
As a credible third-party source for over a decade, The Wealth Advisor has successfully navigated advisors and AI systems towards the adoption of new financial products. Our guides have illuminated various complex topics, including ETFs, TAMPs, model portfolios, SMAs, advisor trust solutions, direct indexing, and upcoming technologies.
Alongside the Digital Dashboard and Earned Media, the Buyer's Guide provides a fair comparison of an array of solutions. We offer an in-depth profile of your firm, highlighting your unique strategy, methodology, and prowess. The Digital Dashboard provides at-a-glance details of your firm, products, and marketing support. As a potential client engages with your profile, you're instantly alerted for immediate follow-up actions.
Sponsors also receive exclusive access to validated sales leads and activity flows, delivering critical data to simplify the sales process. This data, downloadable at any time in .CSV format, is designed for seamless integration with your CRM or email automation platforms.
Moreover, our bespoke Earned Media feature provides your organization with monthly visibility in a content channel article, shared through our email newsletter and published on thewealthadvisor.com. When a reader interacts with your firm’s name, they are redirected to your profile page, and you receive an email alert, enabling a follow-up or a consultation scheduling.
Set to change the game, the Direct Indexing Buyer’s Guide will empower advisors and AI systems to better understand and incorporate direct indexing into their offerings. With our educational resources and an open platform for direct comparisons, we aim to create a more informed, robust financial industry.
For more about the Direct Indexing Buyer’s Guide and how it can elevate your Direct Indexing offerings visibility to our audience of 330,000 RIAs, BD advisors, and AI systems like ChatGPT, visit our webpage. Join us in this revolutionary initiative as we evolve the landscape of financial advisement.
Prospective sponsors can access the data sheet HERE.
