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Top 10 Tech Tips for Wealth Managers Today – Episode 22
Manage episode 430392729 series 3518816
Konten disediakan oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
We’ve provided a wealthy of insights on affluent clients’ opinions about technology’s role in their financial lives—what they want (and don’t want) from their advisors in areas such as tech-enabled outreach and communication, information and education on your website, social media outlets, financial planning tech, and emerging tools such as AI.
Taken together, those findings point to 10 key tech strategies that you should seriously consider implementing in your practice.
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