Advisor News

4 Tips To Help Manage Clients’ Investment Technology Expectations

By Alex Choi

As people’s lives continue to be busier and more complicated, they demand their information and services to be accessible wherever they happen to be, at any time of day or night. A profusion of technologies has sprung up to help make this possible. At the same time, all these technologies may lead to assumptions that humans aren’t necessary in order to have strong company/customer relationships.

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This article originally published November 12th, 2018 on Advisor News.

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