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What’s Working Now: This savvy marketing director found an efficient new way to keep in touch with her firm’s technophile clientele.
TheStreet: Millennials, who typically do not have enough investable assets to work with a financial advisor, are using online, virtual advisors to set and achieve goals. Will they be willing to make the switch when they do have enough assets for a personal advisor? Here’s a peek at the kinds of services they are using now.
Chart Talk: Most advisors say that technology will play a substantial role in how they service clients, handle documents, and operate their business.
What's Working Now: This advisor created a detailed client meeting outline to make his meetings with clients more productive. The structured meetings help build trust, earn introductions, and pave the way for well-attended client events.
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