“I have three words for you. Choose, use or lose” said Keough, speaking at SourceMedia’s In|Vest conference in New York. “First, we know that clients choose firms based on the digital experience — all levels of wealth. Secondly, they use digital more than you expect. And then finally, lose. If we don’t have a fantastic experience for our clients, we in our industry will lose clients to those who do.”
See video at: https://www.financial-planning.com/video/financial-advisors-must-use-digital-tools-for-client-retention