Technology is a powerful resource for financial advisors, but used incorrectly, it can actually hinder the client-advisor relationship and outcome of the meeting.
Does your client’s “emergency fund” truly demand immediate liquidity? Learn why a Roth IRA or myRA may be a more suitable alternative for emergency savings.
You can use LinkedIn to help you build relationships with current and prospective clients and increase awareness in your community—and best of all, it can do it in a targeted and measurable way.
