The Most Successful Financial Advisors Leverage Technology


The quality of the technology tools and platforms employed by financial advisors can be decisive in their ability to address the needs, wants and preferences of the high-net-worth market, and make a difference in their ability to attract and retain the most coveted client segment.February 14, 2018 at 06:43AM

via Forbes Real Time http://ift.tt/2BXOv7E