The digitization of financial services is upon us and with it comes an opportunity to grow—not just in our use of technology, but also in the way we serve clients. In this age of hybrid financial advice, where clients wish to experience the same autonomy they have on Amazon with the customized advice they get from their therapist, we have a lot of growing to do in the industry to meet these demands. Innovation is the key and technology is just a piece of the puzzle.
Ferrero, global confectionary giant, has brought on Cheryll Forsatz in the newly created role of VP, PR and corporate communications. Forsatz joins Ferrero from Ketchum, where she was a senior VP with responsibility for the agency’s external communications. Before that, she served as director of communications for McDonald’s New York Metro Region and was also a senior VP at MWW PR. At Ferrero, she will lead PR and corporate communications plans and strategies for its product portfolio (which includes Ferrero Rocher, Nutella, Tic Tac and Kinder Joy) as well as for the Ferrero corporate brand.
...Sometimes a cliché is best captured in a picture. On my colleague's phone was a black Bentley, chrome logo glistening in the sun. The car belonged to one of his most successful clients, but it wasn't the presumptive price tag that was jarring. The custom license plate read, “NVSTWME,” surrounded by a frame stating, “My other car is a yacht.”
Photographic evidence of people's worst assumptions about financial advisers: extreme affluence, simplistic value proposition, garnished with a touch of hubris. Truth is, the majority of people in financial services do not carry themselves with…
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