Modern human resources (HR) leaders are under pressure to do more than ever—driving strategy, adopting new technologies and supporting a workforce that expects more personalization and trust. To succeed, they’re leaning on a “trusted village” of advisors, including accountants, bankers, brokers, consultants and financial advisors.
Our latest research surveyed more than 1,000 advisors across those five segments, uncovering how these roles are shifting from traditional support to long-term strategic partnerships. The findings reveal opportunities for advisors to expand their value, strengthen relationships and play a bigger role in shaping the future of work. Here are some of the insights featured within the report:
- Typical client base
- Top advisory services provided
- Leading client challenges
- Advisory opportunities for the future
- Guidance on how to scale
Download the full report to discover the trends, challenges and opportunities that define today’s advisory landscape.