Your clients have dynamic lives and ever-changing needs. In a competitive industry, it’s critical to demonstrate that you’re capable of keeping up with all aspects of your clients’ lives, and their evolving financial circumstances.
The PIMA Affinity 2020 Report does an excellent job of summarizing key demographic, technological and regulatory issues that business leaders in financial services and products distribution need to be aware of and addressing if they want to be thriving in the next five years.
