Date: Thursday, October 18, 2018 Being on the leading edge of technology is important, but only if you use the right tech at the right time – more technology is not always better. The key thing to keep in mind is ensuring your clients have a streamlined, user-friendly experience. Removing barriers to information and easing access to the advisor is critical to retaining clients, particularly millennial clients, who have little tolerance for a cluttered tech experience. Informed clients also allow you to spend less time explaining the basics and more time with other clients.
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