Technology, Financial Professionals, And Client Engagement

Very informative. Wonderful confirmation of the wisdom of the course upon which our marketing team embarked nearly two years ago and has found most successful. Even closer connection with our clients via chat services supported by your presentation.

This was a great idea and definitely timely in many respects. Andy hit the nail on the head when he said that the aggregated responses to the polls is a valuable exchange of information between advisors in the A4A community. It is imperative that we know what everyone else is doing. Otherwise, how can you keep up with your peers or fully serve your clients? Many established advisors have some disdain for social media (including me) but the fact that we're willing to hear what others have to say is critical.