Joe Gaeckle, Senior Vice President of HNW and Financial Planning Solutions at Osaic, on the growing need for advice orchestration.

Over the last several years, I've had the opportunity to work with many of the industry's top advisors and one observation continues to stand out. The advisors winning the most significant new client relationships and building the kind of long-term relationship that clients are reluctant to leave, aren't necessarily the ones leading with better investment performance or a more sophisticated financial plan. They are the trusted professional who is uncovering coordination gaps clients didn't realize existed.

A growing frustration from affluent clients has nothing to do with investment returns or market volatility. It’s much simpler. The question clients are asking now is, “Why am I still the one moving information between my advisor, CPA or attorney?” In every part of their lives, technology has made collaboration easier. Clients increasingly expect the
same from wealth management.

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