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AcademicFaculty Advisor Recommendation Form for I 20DS

AcademicFaculty Advisor Recommendation Form for I 20DS

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hi my name is tim welsh the president of nexus strategy i'm also a senior consultant at laserfiche and i'm happy to be here today to talk to you about some of the big trends in advisor technology and most notably the top three that we're looking at today and the first one is around succession planning the second is all about data integration and process integration and third one is around compliance so let's take the first one succession planning you know that's a big issue in the industry today as most advisors are nearing the age of 60. the average age is roughly 58 yet when asked of them how many have a succession plan less than a third actually have one so we see a big issue here a big gap in the planning and that's important because it can take five to ten years sometimes to be able to put a plan in place along those lines we encourage advisors to start looking at their infrastructure you know if the best way to create a transitional

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