Tech Enables Convenient Client Connections

Written by Bill Winterberg, Morningstar Advisor Thursday, 13 January 2011

As the client base of wealth-management firms grow, advisors work with more and more individuals who live far away, including in other states and other countries. Many clients of advisors also have busy business and personal schedules, making it difficult to coordinate appointments for face-to-face meetings. Before long, busy clients can go a year or more without personally seeing their advisor for an important planning meeting. Read More..