Harness Your Online Presence – Episode 19

Here’s a look at affluent affluent investors’ latest attitudes about some key technologies—and the potential implications of those attitudes on your financial advisory practice.

There’s no question that many affluent investors are increasingly turning to technology as an essential part of their investment journey. That means they’re looking to you—their advisors—to offer tech-enhanced access to information, insights and communication.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.