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Article Date: 07/20/2016

Do Your Clients Want to Video-Chat?

A failure to communicate is perhaps the quickest way for a financial advisor to lose a client. Telephone calls, emails, and of course, in-person meetings, are the most common methods by which clients communicate with their advisors. But when it comes to relationship building, face time is key. In 1990, United ... Log in to view full article.


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