How much is too much for prospects and clients?

[Interested in seeing more? Click here for full access to this and other In|Vest sessions.]

In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.

Companies want to impress potential clients. But overwhelm them — get them thinking that whatever solution you’re selling will leave them confused — and you’ll most likely lose them, Acorns CEO Noah Kerner tells InVest attendees.