Is Your Tech House in Order? – The Preeminent Financial Advisor Podcast – Episode 20 Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a tall order. With that in mind, here’s a look at some of the ways today’s affluent clients view fin-tech. Key Takeaways: - Younger investors are more likely to expect access to fin-tech. - Secure communication platforms are a key essential digital tool to provide. - Communicate your tech offerings to your clients so they know what’s there for them.