Raymond James is introducing software that brings clients into the planning process.
"Planners usually tell me that working with clients is the best use of their time," Patrick O'Connor, senior vice president of wealth management solutions at Raymond James, told Financial Planning in an interview. "Instead of spending an hour-and-a-half preparing a plan and half an hour presenting it to clients, with this software an advisor might put in half an hour of prep work and take an hour-and-a-half developing the plan along with the client."
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