Technology Excellence

A MAKE-OR-BREAK PROPOSITION FOR ADVISORS’ FUTURE SUCCESS

BY GEORGE WALPER, JR., AND JOHN J. BOWEN, JR.

For today’s financial advisors, technology is no longer a background consideration—it’s a defining factor in growth, client satisfaction, and competitive survival. High-net-worth investors increasingly evaluate advisors through the same lens they apply to elite digital brands, from e-commerce platforms to luxury service providers. Drawing on proprietary research from CEG Insights, this article explores how digital experiences, cybersecurity, and tech-enabled service now shape advisory relationships—and why advisors who fail to raise their tech game risk being left behind.