‘Be prepared for a new way of thinking’: MIT’s Coughlin
Joseph Coughlin spoke Wednesday as part of a presentation on longevity planning at the InvestmentNews Women Adviser Summit.
Welcome to the world of the omnichannel adviser, where client relationships are molded through the perfect balance of online and in-person communication and growth-minded advisers expand conversations outside of financial advice.
“[Financial advice] is going to be online, in-person, and o
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