How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years
Between Now and Success
Enhancing Client Engagement through Technology
This chapter explores the client experience in financial advising, beginning with discovery meetings to understand their goals. It highlights the integration of technology for dynamic planning and data security, including AI tools that aid personalized client interactions. The narrative emphasizes clear communication and innovative software like MoneyGuidePro, showcasing how these elements contribute to informed decision-making and sustainable financial growth.
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