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Author: Eric Amar

When clients entrust their financial advisors and wealth managers with their assets, they develop a relationship that goes far beyond a simple financial transaction - the currency is their family’s well-being and peace of mind. This type of relationship between a financial advisor and their client has always been a high-touch one, with in-person meetings and phone conversations at the center of each touchpoint. However, with the sheer amount of growth that communications technology has seen...