Financial advice is always going to be a people business. Because of the way that money is connected to human emotions, our clients are always going to need to interact with real people. They will always want to feel understood, and they will always want to see in your eyes whether you’re truly confident in the advice you’re giving.

At the same time, the industry is increasingly making room for technology and for good reasons. One recent example of how technology is becoming more critical has to do with clients’ changing service expectations.

Read the full article from ThinkAdvisor here!