Strengthening Relationships in the Robo-Advisor Era

As much of the industry shifts to robo-advisors, there is still a largeswath of clients, especially wealthier clients, who still prefer having aone-on-one personal relationship with their human advisor. Keeping theseclients engaged while still running an efficient and compliant practice is oneof the biggest challenges many advisors face.Clients want a personal relationship with a trusted … Read more