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 younger clients age and accumulate more assets, they won't abandon their channel preferences. eBusiness executives should prepare to meet these younger investors' needs by enabling financial advisors to interact with them on web pages, as well as through email, text messaging, and online chat.
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