Having the latest technology, however, doesn’t appear to be a factor as three-quarters of high performing advisors said their technology environment was strong instead of cutting-edge.
Estimated reading time: 0 minutes, 21 seconds
Key Traits of Successful Advisors
A recent RIA Benchmark Study by Fidelity Institutional Wealth Services has concluded that successful advisors are able to secure prospects as clients after just one or two meetings and also use technology effectively. So reports Financial Planning.
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