Summary: Technology is important for a NextGen advisor for many reasons. For starters, it can help you communicate better with clients. It also lets you collaborate with clients on setting financial goals and demonstrates that you’re tech-savvy.
 Nowadays, for advisors who want to work with NextGen clients, technology is a necessity. Millennials grew up using technology, and they expect their financial advisors to use it too."Carolyn Rose Kick, marketing executive, Bridge Financial Technology. |
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