Booth: As technology improves and costs go down, advisors will be able to serve smaller and smaller clients. Hopefully, one of the benefits of this improvement will be more people will have access to advisors.

Potts: And cheaper access to things. Technology will make it more efficient for advisors and firms like Loring Ward who serve advisors. It will be a win for all of us.

Marie Swift is president and CEO of Impact Communications Inc.

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