 Advisers can prepare for tomorrow by changing the way they think about the benefits of mobile technology, and working with their clients to fully utilize the mobile applications available today.”Bill Crager, president, Envestnet, Inc. |
Using mobile technology to take client relations to another level
Bill Crager | InvestmentNews, December 2014
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Summary: Mobile technology is transforming registered investment adviser practices as well as the nature of the adviser/client relationship. But to experience the full range of benefits that mobile applications provide, advisers need to change the way they think of mobility.
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