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FAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service
With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper client relationships as planners and coaches
Wealth management firms feel the acceleration of changes ushered in by global uncertainty due to the continued pandemic and the need to rapidly adopt technology to serve clients under current circumstances.
Remote client service and engagement became the new norm. Yet, the very tech tools that made it possible to stay connected have increasingly led to impersonal relationships.