Client Life Management - Engagement as Business Alpha

Bill Hortz's picture

[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin

A Deeper Dive into Client Engagement

Bill Hortz's picture

[As FinTech companies, robo-advisors, and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of financial services, some financial advisors in response have developed very innovative approaches

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