Many RIAs shy away from sales to avoid seeming...well, "salesy." In today's landscape of declining organic growth rates and rising competition, can you really afford to sit on the selling sidelines? It's time to change your mindset about selling.
We joined up with the Gadget Girl team at InvestmentNews to crack the case on how advisors can get the most from new technology and how better adoption can improve client service. Click below to watch the video on InvestmentNews' site, and to download our latest case study.