Skip navigation
WMTV on Location

Devon Drew on Staying Engaged with Clients

Devon Drew, founder and CEO of DFD Partners, discusses meeting clients where they are.

 

To connect with clients, advisors need to have the right technology and be on the right media, says Devon Drew, founder and CEO of DFD Partners. Here, he speaks to ways modern wealth managers can leverage technology and social media to engage with clients and stay in touch with their evolving priorities.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish