Why Do Clients Think Your Technology Is Crummy? – The Preeminent Financial Advisor Podcast – Episode 37 Technology has become an essential part of investors’ lives across virtually all generations. Whether they’re Boomers, Xers, Millennials or Gen Zers, your clients likely expect you to provide them with tech that they can access to make their lives easier. Fail to do so adequately and you face the real risk of losing them to advisors with better capabilities. With that in mind, consider some key steps you consider when it comes to ensuring your website tech and resources are helping—not hurting—your client acquisition and retention efforts. Key Takeaways: - Clients want to use your website to make their financial lives easier—but they don’t think you’re delivering. - Educate clients using emails and videos that highlight all they can do on your website. - Remind clients of your website’s capabilities when onboarding them as new clients and when meeting with them for regular progress updates.