PerspectivesOur Views

The Answer

03.21.25

Our CEO and Founder, Brian Moran reveals how financial advisors prefer to engage with asset managers today.

Our survey shows 36% still value in-person meetings while digital engagement rapidly grows. Brian explores how this diverse landscape shapes advisor-manager relationships. Curious about optimizing your strategy? Discover how FLX Engage 360 can help you connect with advisors on their terms.