 Using videoconferencing ... allowed my business to grow exponentially over the past year.”Eric Roberge, principal, Beyond Your Hammock. |
Advisors go high-tech to better serve savvy clients
Sarah O'Brien | CNBC, April 2015
Read the article online >
Summary: Brian Power, a principal at a registered investment advisory firm in New Jersey, recently spent a full day in New York City meeting with clients. Armed with little more than his laptop, he reviewed accounts with clients and showed them performance reports and research, all without using a single piece of paper.
Be the first to comment on this Article
