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Delisle Advisory Group

749 followers

1mo Edited

In today's rapidly evolving financial landscape, what once felt like the security of traditional banking is now seen as a potential limitation. The independent channel is flourishing, especially among sophisticated clients seeking diverse options. At Delisle, we're witnessing a remarkable shift—clients are increasingly curious and eager for the innovative solutions we offer. It's essential to recognize and embrace this transformation, as it’s already underway. Now is the time to stay informed and consider the best ways to serve clients in this new era. #FinancialServices #IndependentChannel #ClientFocus #Innovation #MarketTrends #Delisle #FutureOfFinance #FinancialAdvisory #ClientExperience #BankingEvolution

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Right now, the reality is what historically might have been viewed as the comfort of the security of the bank is potentially the threat because the independent channel is growing so quickly, particularly for the largest clients, the more sophisticated clients that are seeking options. And this is the reality of what's happening in the market right now. Now that we are seeing clients actively, directly, I can say with great confidence clients want. This model clients are looking for what we are offering and oftentimes you had mentioned earlier the light bulb that advisors have light bulbs. I've actually seen as many light bulbs with clients. When you talk to clients about why we have delile built the way we do relative to other models that exist, you could see those light bulbs as well as to wondering why do I have the products I have? Why have I not explored these areas that are important to me. Don't ignore the train that is moving very fast and it's coming right at you and really understand that things are shifting and it's not like it might happen in the future. It has happened and so understand it, be informed and then decide what's best for you around how to look after clients in the future.

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Delisle Advisory Group

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