Is Good Advice Enough to Retain a Client?

Submitted by valuefymedia | June 7, 2023, 10:18:25 | Technology

Learn how wealth managers can deliver bespoke service and sage advice through an integrated approach powered by technology. Discover the importance of a hybrid of in-person and digital engagement, and the selection, implementation, and management of digital technology to help clients achieve their goals.

Source: https://valuefy.com/is-good-advice-enough-to-retain-a-client/

Tags: client engagement, i, wealth management technology
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