Mon Mar 11 2024

Personal relationships continue to be the strongest driver of advisor success, however as the average client trends younger and wealthier, technology is becoming more seamlessly woven into those relationships. Salit Nagy-Todd, senior vice president of Technology at Raymond James, discusses the latest in advisor tech and how advisors can use mobile in particular to better serve next-gen clients. Financial advisor and member of the Technology Advisory Council at Raymond James, Kevin Fusco, gives his personal account of how mobile has impacted his business.