Technology is changing the game for advisors who want more face time
Bringing clients comprehensive financial planning deepens the relationship and can bring in more business. But advisors need to learn how to sell it.
A New Jersey advisor thought he had the perfect match for a junior partner, until she got cold feet about moving into the client spotlight. Our panel of experts helps them reconcile opposing goals.
Advisors are going where the clients are, using virtual meeting tools over smart phones and tablets.
