Morgan Stanley has recently built a connected client journey in its three wealth management channels to convince financial advisors to resist the move to independence. 

Morgan Stanley touts its size and ability to navigate technology and regulatory challenges for technology-enabled integration of referrals and content to give it an edge over competitors. The firm is deploying its vast resources in a bid for every kind of client.

According to executives at Morgan Stanley, the Connected Client Journey is essentially an integrated platform that allows the firm to serve any client and any investor in the United States, regardless of how much wealth they have regardless of their life circumstances. The new platform will effectively meet clients and investors where they are in life. 

Recruiting and retaining productive teams will play a crucial role in the Connected Client Journey. Recruiting represents a significant challenge for Morgan Stanley as advisors and assets move out of the wirehouses. 

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and preserve and protect their practice in any transition.