 It's not always easy keeping up with what's going on in a client's life, and a lot of clients don't always think to tell advisers what's happening in their lives.”Kate Holmes, Belmore Financial. |
A new way for advisers to keep up to speed on clients' life events
Alessandra Malito | InvestmentNews, July 2015
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Summary: Kivvik, a new website for enabling communication between advisers and clients that launches Monday, is looking to put a stop to advisers' calling and emailing haphazardly to get updates on clients' life-changing events.
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