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Use technology to support service

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To distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of your clients, every time you meet with them, according to Don Schreiber, Jr.

In his book “Building a World-Class Financial Services Business,” Schreiber warns that just using the technology is not enough – clients still expect to meet with an advisor, not a computer. Use technology as a support tool to streamline your office procedures and increase efficiency, but don’t forget to keep up the level of service your clients expect.


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