Want to grow your advisory firm? High touch trumps high tech every time

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued. By Anand Gupta


https://www.financial-planning.com/opinion/want-to-grow-your-advisory-firm-high-touch-trumps-high-tech-every-time?utm_source=dlvr.it&utm_medium=blogger