How to Become a More Efficient Advisor & Open Up Client Communication
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Being on the leading edge of technology is important, but only if you use the right tech at the right time – more technology is not always better. The key thing to keep in mind is ensuring your clients have a streamlined, user-friendly experience. Removing barriers to information and easing access to the advisor is critical to retaining clients, particularly millennial clients, who have little tolerance for a cluttered tech experience. Informed clients also allow you to spend less time explaining the basics and more time with other clients.
Join this complimentary webcast to discover what features the best client-facing technology should include to help make your relationships as efficient as possible. Afterward, you’ll understand:
- Key considerations to make regarding your future tech decisions,
- How to implement the right tech for your advisor team to ensure success, and
- Actionable methods to integrate new tech efficiently and cheaply.
|Joel P. Bruckenstein, CFP
Joel P. Bruckenstein, CFP® is an internationally recognized expert on applied technology for financial professionals and Publisher of the T3TechnologyHub. He is also the producer of the annual Technology Tools for Today (T3) Conference, the only FinTech conference serving the needs of independent financial advisors and those who support them.