Technology, Financial Professionals, And Client Engagement

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13 reviews with 4 stars

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(Updated: February 18, 2016)
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(Updated: February 18, 2016)
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Quite interesting overview, thanks! I'm concerned about the 'fracturing' of communications, via technology, into a number of channels where I feel I must constantly monitor a variety of sources. The idea of one source for communication flow seems efficient, effective, and desirable -- am I missing something?

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(Updated: February 18, 2016)
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