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The Future of the Client Experience

Personalization and a digital client experience are, or at least should be, a major focus for firms and advisors looking to gain a competitive edge now and well into the future.


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Technology should enable more meaningful conversation and deeper engagements between advisors and their clients. Jason Pereira, CFP®, of Woodgate Financial, explains why there’s no loss in value when you’re engaging clients the right way.

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