How Your Body Language Impacts Client Meetings
- Friday, 09 January 2015
- Practice Management
With increasing competition from low-cost robo-advisors, traditional financial planners are seeking new ways to capture clients by differentiating their services from those found in cyberspace. Many advisors are emphasizing that face-face relationships can’t be replaced by impersonal web offerings. At the same time, advisors are returning to basics.
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