Technology's Impact on the Client Experience
James Capps | WealthManagement.com, March 2018
Read the article online >Summary: Advisor businesses are growing in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65 percent of clients research potential advisors through social networks, and 86 percent use those networks to help in their buying decisions.
Be the first to comment on this Article