People are expecting to interact with technology in all aspects of their lives. The best advisors have incorporated it into their offerings — and marketing is no different."
Jessica Liberi, vice president of product development, eMoney Advisor |
Summary: Client expectations about you and your practice don't suddenly kick into high gear after you’ve added an individual or firm to your book. They start way before you’ve even made your first contact, since prospective clients assume you have an online presence.
People are expecting to interact with technology in all aspects of their lives. The best advisors have incorporated it into their offerings — and marketing is no different."
Jessica Liberi, vice president of product development, eMoney Advisor |
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