Report

How Clients Want To Interact With Financial Advisors

Younger Consumers Prefer Online Chat, Websites, And Email
May 12th, 2011
With
Molly Simpson
Zia Daniell Wigder
Beth Hoffman
and Amelia Martland

Summary

Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like online chat, company websites, and email. As these youn

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