More Than Money: The Tech Stack Today’s Clients Expect from Advisors
Financial advisors affiliated with broker-dealers, IMOs, FMOs and other marketing organizations are always on the lookout for tools that provide a competitive edge. In today’s digital age, technology not only streamlines operations (think the elimination of “not in good order” (NIGO) applications), but also enhances the overall client experience, leading to deeper relationships and greater lifetime value.
Modern Advisors Offer More: How Online Estate Planning Sets You Apart
Why should financial advisors offer an online estate planning suite to clients? Here are a few key reasons to consider offering this valuable tool from LifeLegacy:
