Practice Management
Tech Tips for Client-Focused Advisors
November 19, 2012

Client expectations are shifting toward a “know me” experience, but as advisories grow, it can be difficult to provide high-tough point service for an increasing number of clients. Fortunately, advances in technology mean there are plenty of opportunities for advisors to bridge the gap says Neesha Hathi, head of technology for Schwab Advisor Services.

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