Hard Coding Soft Skills: Building Relationships through Technology

Today’s world is driven by relationships. In a market that started with a focus on the product, today, it takes more than just a solid product and good customer service to win business. Our friends at Amazon for example. They started as an online bookstore and have grown to be a trillion-dollar household name. Why? Because even through ecommerce, they built relationships with their customers. As the financial services industry continues its transition to digital, it is more important than ever that Advisors continue to focus on the relationship aspect with their clients. In this session, you will learn how to better leverage your technology to enhance your client and Advisor relationship. Additionally, you will leave with practical ways to implement better relationship building into your practice.

Sponsored by RobustWealth.