In the News | Sep 07, 2016
Use these digital tools to bring new clients aboard
From Financial Planning Magazine
Today, digital, online and social media technology all play a major role for financial services, particularly for acquiring and growing client relationships. The ability to communicate with current clients and prospects has expanded well beyond the limitations of geography. The increasing availability of online and digital tools make it less necessary to be where your clients are. In fact, McKinsey and Co. reports that nearly 30% of high net worth clients are comfortable having a dedicated adviser that is not located in their area.
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