19August 2018Technology is enabling financial advisors to develop better relationships with their clients. In the past, advisors had to split their time doing manual tasks and servicing clients. Today, technology allows advisors to devote more time with clients, spending less time anchored to their offices. Accordingly, financial professionals are able to know clients well and build meaningful client connections.Below are five ways innovative advisors are using technology to foster enduring wealth management relationships:1. Collaborate with clients using financial planning and account aggregation tools. Wealth managers traditionally have focused their efforts on managing investments. Accordingly, advisors had few reasons to interact with clients, except to win new business, review account performance, and pitch new investment ideas. In recent years, many wealth managers have By Bill Martin, CFA, Chief Investment Officer, INTRUST Bank5 Ways to Build Wealth Management Relationships in a Digital EraCXOINSIGHTSBill Martin
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