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Finance

Clients Do Not Want Help. Until They Do.

November 27, 2012 by JP Nicols

(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond the Arc: Understanding how customers really want help.) On the same day I published a post about the sometimes disappointing allure of technology (Technology is Not a Silver Bullet), the always insightful Discerning Technologist Brad […]

Filed Under: Practice Management, Wealth Management Advice Tagged With: Antonio Scopelliti, Business, David Ogilvy, Finance, Financial institution, Financial services, fintech, Harvard Business School, LinkedIn, Retail banking, Ron Shevlin, Snarketing 2.0, wealth management, wealth management 3.0

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