Digital analyst and author Brian Solis: “Engagement is not a campaign, it’s a continuum where technology is merely an enabler for a greater vision, mission, and purpose.” Amen! via Why User Experience Is Critical To Customer Relationships | Fast Company.
Wealth Management Advice
Banks are in the business of taking and managing risks. Get that wrong and you go out of business, and there are many recent examples. I have sometimes worked with advisors who view loans as just another product to sell. This type of advisor also tends to view anyone in the credit underwriting and approval […]
It’s Valentine’s Day– have you told your clients lately how much you love them? Yes, it’s already February the 14th, and you know what that means. Gentlemen, it’s the day to leave the office early to pick up some cellophane-wrapped flowers from the grocery store and grumble about the picked-over selection of torn cards and […]
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 […]