Clients Want Direct Access to Information When They Want It
Clients Want Direct Access to Information When They Want It
“They don't want to wait for the advisor to hand them the performance report,” says Mollie Colavita, CEO of J.P. Morgan Advisors. “They want to consume on their terms and then have a conversation about it with you.”
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
