Advisors Wasting Time and Money by Underutilizing Tech

“Avoid the shiny new object,” said Matt Lynch, managing partner at Strategy & Resources, a consulting firm in Dayton, Ohio. “Let’s differentiate between the needs and wants — does that next dollar of spending really serve to enhance the client service experience?”

 

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Advisors Wasting Time and Money by Underutilizing Tech
by Alessandra Malito, Investment News, June 11, 2015

 

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