 Due to the changing needs of tech-savvy and time-constrained investors, financial advisors need to use technology to improve productivity and free up time to spend with clients.”Wayne Withrow, executive vice president, SEI |
Client Meetings Continue to Dominate in 10 Years, Advisors Say
WealthManagement.com, December 2015
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Summary: In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with clients. Video conferencing came in a distant second at 32 percent.
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