Our job as advisors is to support our clients and be their partner through life’s big events. Helping them through the devastation of the wildfire was no different. The fact that we were able to check in with all of our local clients within two hours is tremendous. We wouldn’t have been able to do it without the power of technology and a supportive team.
To see more insights from our annual survey, please see our interactive graphic: Tech Survey: The forces reshaping wealth management