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Leveraging Technology to Improve Client Engagement

November 08, 2017

2017-11-08

By Envestnet / Tamarac

Learn how today’s wealth management industry is transforming. Sustaining and enhancing the client engagement process has become an even more critical piece of a firm’s vitality and bottom line. Advisors have to establish and nurture strong client relationships, while maintaining active communication, building trust, and showing how they add value to clients’ financial lives.

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