Tag Archives: Client Relationship

The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations

Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, …

Written on June 7, 2022 at 2:48 pm, by Lucas Di Rocco

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Categories: Blog, In the News
Tags: AdvisorFlow, Advisors, AdvisorStream, Advocis, Alexander Potter, Calendly, Client Relationship, Clients, Deanne Gage, DigiCat, DigiCat 2.0, Digital, Equisoft, Financial Advisor, Financial Planner, Financial Planning, Financial Tech Tools, Fintech, Justine Zavitz, Life Design Analysis, Planworth, SideDrawer, Tech, Tech Tools, Technology

Tech Tools for Advisors to Elevate Their Practice in the Digital Age

Written By: AdvisorFlow & Advocis As a financial advisor, having a suite of tech …

Written on May 12, 2022 at 5:40 pm, by Lucas Di Rocco

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Categories: Blog, In the News
Tags: AdvisorFlow, Advisors, AdvisorStream, Advocis, Calendly, Client Relationship, Clients, Digital, Equisoft, Financial Advisor, Financial Planner, Financial Planning, Financial Tech Tools, Fintech, Life Design Analysis, Planworth, SideDrawer, Tech, Technology

How advisors are faring more than a year into the pandemic

DEANNE GAGE, SPECIAL TO THE GLOBE AND MAIL [divider height=”30″ style=”default” line=”default” color=”” themecolor=”0″] July …

Written on July 16, 2021 at 7:56 pm, by alex dugan

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Categories: In the News
Tags: Advocis, Al Jones, Canada, Client Relationship, COVID-19, Financial Advice, Financial Advisors, Financial Planners, Financial Services, Julia Chung, Leony deGraaf Hastings, Meetings, Networking, Pandemic, Prospecting, Video Conferencing, Zoom