It appears clients care much less about their advisor's digital technology than advisors do.
The financial services industry spends a lot of time talking about technology and there are thousands of companies around the world and tens of billions of dollars being invested in financial technology or FinTech companies to enhance the digital offering. Yet, when you ask clients of financial advisors how important all this technology is, you get a surprising answer.
In today's show, I discuss a number of digital technology issues including: