| | | | | | | | | Sponsor Content From: eMoney Advisor | | |
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| | | | | | | | Leveraging technology to secure family relationships | | | | Hello Voornaam, | | | | At least 66 percent of next-generation investors parted ways with their parents' advisors after receiving an inheritance. And over 50 percent of advisors do not meet with anyone beyond a client's spouse. | | | | With the right toolset, advisors can meet with extended family members to share and review client plans. The right tech can promote relationship building, problem solving, and engaging client experiences, while helping to automate the collection of client data. | | |
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