The Golden Age of Multimedia for Planners
Craig R. Hersch | WealthManagement.com, May 2018
Read the article online >Summary: Do you ever have clients asking the same questions over and over again? Do they want their information directly from and immediately rather than waiting or having a team member assist them? Perhaps they just don’t have time to make a call or want to ask a question in the middle of the night and need easy to digest information on their own time.
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