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Article Date: 03/23/2020

Communicating With Your Retired Clients

 
Spectrem’s affluent and wealthy investors communicate with their financial advisor. Between texting and social media, the practice of communicating with each other has become increasingly easy and immediate, assuming the person you are communicating with is holding on to his or her smartphone.
But retired investors may not be holding on to ... Log in to view full article.

 

 
 

 
  


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