 Ask competitors to the platform they’re choosing for references, and then ask those advisors why they left."Michael Goodman, founder and president of Wealthstream Advisors |
Adopting Tech is Key to Growing Advice Practice — But It Doesn't Always Work
Ben Lee | The Trusted Advisor, October 2016
Read the article online >Summary: Advisors who use technology platforms such as client portals and client relationship management systems manage almost 40% more in assets than their tech-averse competitors, according to a Fidelity Clearing and Custody adviser survey cited by InvestmentNews. They also have 55% more clients, according to the survey.
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