IDFA Online Learning
How Client Facing Technology Can Empower Your Clients and Your Practice
Working with clients at various levels of financial acumen and a wide range of emotional challenges, combined with fractured technology solutions, can make it difficult to build an efficient and fulfilling practice. Learn new strategies and how emerging technology solutions that empower and inform clients will better equip them to participate. Better equipped clients make it easier to have greater success guiding them, and a better experience will strengthen the relationship and attract more referrals.