CEG_PreeminentAdvisor_Episode_017

The Crucial Role of Technology-Enhanced Client Communication – Episode Seventeen Bringing technology into your practice these days is easy. Choosing the right tech for your business and using it effectively can be far more challenging propositions, however. Take technology-enabled client communication. There are myriad technologies you can use to deliver information and messaging to clients and prospects. The right ones for you will be those that resonate most with your ideal clients. - Advisors’ clients are generally on board with advisors’ communication methods. - Millennials have some distinct preferences involving video, podcasts and other, newer forms of tech-enabled communication. - Keep an eye on compliance and regulatory rules as they evolve