“While e-mail and social media can make for quick and efficient messaging, we have found little resistance to the notion that the best relationships are developed in person,” the report says. “Our emphasis on in-person dialogue has been embraced by millennials, especially as the number of variables in their lives increases and their financial pictures become more complex.”
Personal Touch, Not Technology, Called Key To Serving HNW Millennials
June 12, 2015
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