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Article Date: 02/19/2018

May We PLEASE Have A Meeting?

 
There is a trend in the financial advisor world in which thoroughly modern advisors complete all of their business electronically, without benefit of an official office. These advisors often conduct “meetings” with clients via video-chatting services like Skype or FaceTime.
Not good enough, many investors say.
Time and again in Spectrem’s latest study ... Log in to view full article.

 

 
 

 
  


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