We get it. Robust Client Discovery can be difficult and time consuming. Providing critical insights and developing recommendations is manually intensive and dependent on the advisor’s skill set. Implementing and maintaining adherence to recommended strategies is the bane of our existence.
Touchstone Pathway automates, or is in the process of automating, these major time sucker tasks. We estimate we can add 8-12 percentage points to a typical advisors bottom line by automating and systematizing the highly detailed data gathering and decision support process.
With Touchstone Pathway, you will spend less time on defense, talking clients off the ledge, and more time serving their best interests and growing your practice.
Robert V. (Bob) Bolen, CFA, CFP®, CeFT®
Founder and CEO