 The pre-engagement trend is about to take off, and it’s hard to see why you wouldn’t want to be an early participant.”Bob Veres, publisher, Inside Information |
Veres: Engage with Clients Before You Meet Them
Bob Veres | Financial Planning, October 2015
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Summary: An interesting array of advanced features have been showing up lately on advisor websites. One clever development has video clips of advisors and clients interacting. In one case, the video runs in the background, with pictures of the firm’s advisors in the foreground. Click on a face and up pops that advisor’s bio.
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