How Can Advisers Continue to Differentiate in an Increasingly Digital World?
Press|19 Apr 2019
In the InvestmentNews article "How can advisers continue to differentiate in an increasingly digital world?" Brandon Garrett, president and chief investment officer of Snow Garrett Wealth Management, emphasizes that technology alone isn't enough to differentiate financial firms. He states, "A redundant process that is now a workflow in a CRM or an irrelevant service that has now become a digital marketing campaign is still redundant and irrelevant." The article discusses how client experience is key to standing out in a competitive landscape.
Author: Ryan W. Neal, Publisher: InvestmentNews, Date: April 9, 2019.
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