What financial professionals can learn from today’s tech gurus.

Amazon, Zappos, Uber, Lyft and other tech stars are leveraging a business model that, believe it or not, can be applied to the world of financial advising. It’s a model that’s not only clearly successful, but one that will change the way you think about business leadership and management.

Our new whitepaper, What financial professionals can learn from Amazon: Six steps for creating a better brand and client experience, shows you how to apply their secrets to your financial consulting business to gain a competitive advantage.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.