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Top 10 Tech Tips for Wealth Managers Today – Episode 22
Manage episode 430392729 series 3518816
Contenido proporcionado por CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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