Tuesday Jul 23, 2024
Top 10 Tech Tips for Wealth Managers Today – Episode 22
We’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, financial planning tech, and emerging tools such as AI.
Taken together, those findings point to 10 key tech strategies that you should seriously consider implementing in your practice.