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About the Survey

The study was conducted by Totumai, a provider of AI tools for financial advisors, in partnership with 8 Acre Perspective, an industry leader in financial advisor research. One hundred financial advisors were surveyed in December 2023 across the Wirehouse, National/Regional Full-Service, IBD and RIA channels. Survey respondents have an average practice AUM of $293M.

Excerpt:

Importance of Personalization to Advisor Practices

Very Important

65%

Somewhat Important

31%

Not Important

4%

What’s inside?

Excerpt:

The challenge, of course, is how to deliver personalized experiences at scale.

54%

Of FAs say it is challenging to spend as much time with each client as they would like.

About 8 Acre Perspective

8 Acre Perspective is a recognized leader in financial services thought leadership research whose work is leveraged by leading financial institutions in a variety of ways, including wide-ranging media coverage, whitepapers, sales & marketing materials, and more.

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About Totumai

Totumai is a technology platform that leverages artificial intelligence to improve communication between financial advisors and their clients. With this tool, advisors are able to scale their personalization in a way that deepens existing relationships while fostering new ones.
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