There is one big problem with technology: the closer it brings us, the less personal it becomes. Think about it. Facebook tells everyone when your birthday is. No-one remembers it – but they wish you anyway. Your cellphone tells what your friends’ phone numbers are – you don’t have to remember them. LinkedIn informs you...
One of the biggest problems of every financial advisor with a growing book is the time it takes to contact your clients regularly and have a good reason for staying in touch. Taking the time to design a well-written, properly branded email is extremely consuming and requires technical and design know-how that many financial advisers...