Copyright: kurhan / 123RF Stock Photo
Financial advisers face unique challenges when trying to deliver the best experience and the highest returns possible for their clients. Regardless if you're a huge financial management firm or an individual business owner, improving your client retention can be huge for your bottom line.
So, in an age where robo-investing is taking hold, the markets are increasingly unpredictable and investor demands are shifting, how can financial advisers improve their relevancy and increase their client retention rates? By embracing technology to better manage their client's experiences, investment preferences and needs.