Tag Archives: financial advisor

How to Rebuild Trust in Financial Institutions

I always enjoy reading Ron Shevlin‘s work. He is a senior analyst with Aite Group, where they say he is “…a recognized thought leader for his pioneering research on right-channeling consumer interactions, the impact of customer advocacy on future purchase intention, and developing sense-and-respond marketing capabilities to improve sales and marketing efforts.” I’ll buy that. […]

Remember When Laptops Revolutionized Financial Services?

Me neither. Today’s coolest tablets won’t either if they don’t enrich the advisor-client relationship. Many firms have pursued technology for its own sake, and some firms still have deeply engaged, profitable clients despite a shocking lack of sophistication. The real magic happens when technology enhances and enables the advisor-client conversation to uncover unmet and unstated needs […]