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Advisors should think differently about working with clients, European Wealth Group rebrands and expands with acquisition and cryptocurrency firm mocks Jamie Dimon in ad.
Consumer websites and mobile apps have become so effective at delivering a customized service experience that they have set a new bar for expectations.
Referrals, client appreciation events and seminars still dominate advisor marketing tactics. And while most firms do not offer automated investment services, they do not see the "robos" as a threat to their business.
There are very few digital leaders in wealth management, Dallas penny stock firm has shares suspended from trading and Working Mother magazine's list of the top 200 financial advisor moms.
