Summary: Technological advances have made it possible to deliver more information to clients more efficiently than ever before. It’s a development that has many benefits but also one great potential drawback: a reduction in the amount of personal contact between advisors and their clients.
 Today’s technology can deliver everything from a raw data dump to meaningful client presentations. The best advisors know that technology does not replace human interaction. Rather, it encourages the human touch and makes it more effective.”Susan Glover, President, Susan Glover & Associates |
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