Today, digital, online and social media technology all play a major role for financial services, particularly for acquiring and growing client relationships. The ability to communicate with current clients and prospects has expanded well beyond the limitations of geography. The increasing availability of online and digital tools make it less necessary to be where your clients are. In fact, McKinsey and Co. reports that nearly 30% of high net worth clients are comfortable having a dedicated adviser that is not located in their area.

Progressive firms are taking advantage of many tools designed to keep the connection between advisers and their clients seamless. For example, our firm’s clients access their accounts electronically on our website via an interactive client portal. And through our platform partner, Dynasty Financial Partners, we’re now in the process of developing a client app (via iTunes) that will connect them to our firm, as well as our partners at Charles Schwab and Envestnet via their mobile devices anytime, anywhere.

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