Platform Adoption

Platform Adoption Case Study Example

Oct 14, 2022

Because SuccessPro helps to identify advisor readiness (defined as: will, skill, and capacity) we were able to help our client assess their advisors to pinpoint who would be ideal to adopt this new piece of financial planning technology. As a result of their program, they saw a 66% increase in the number of firms offering financial planning to their clients.

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Whether you are rolling out a piece of your own technology or partnering with one of the fintech platforms in our industry, SuccessPro can help you focus your time and efforts on the advisors most ready to adopt it. Once those advisors are on board and seeing success, they can help you encourage others to adopt it as well.

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