Summary: How and when advisors communicate with clients is constantly changing. The days of traditional emails and memos are numbered. Gone are the days when face-to-face meetings were the best way to stay in touch. Today, people require instant communication and texting has found its way to the forefront of human interaction—particularly in business. Now, we’re all digital all the time.
 As technology evolves, the advisory industry must adapt. Firms must differentiate themselves, but also manage clients’ expectations around responsiveness. It’s time for industry leaders to create innovative solutions to deliver individualized, successful approaches to client success."Ryan Beach, CEO, CLS Investments
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