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Remember When Laptops Revolutionized Financial Services?

February 12, 2012 by JP Nicols

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 […]

Filed Under: FinTech, Wealth Management Advice Tagged With: apps, client relationship, financial advice, financial advisor, iPad, tablets

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