Adjusted for Risk: Opportunities Await Advisors to Enhance Client Relationships Through Security and Privacy

Practice Management>Client Relations Adjusted for Risk: Opportunities Await Advisors to Enhance Client Relationships Through Security and Privacy BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter.

In this very insightful and engaging episode, BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter as clients are demanding more intimacy, dedication, personal focus and instantaneous communication. This trend is a great opportunity for advisors to be the hub of their client’s professional relationships. With that comes the responsibility of offering a secure environment and privacy.

Learn more about Zephyr
Learn more about BUNKR TAGS: Industry Technology 0 comments Hide comments Comment * Switch to plain text editor

More information about text formats

Text format CommentsPlain text Comments
  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
Plain text
  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
PublishLog in or register to comment Save Leave this field blank
  • Next Article
  • Previous Article

AP by OMG

Asian-Promotions.com | Buy More, Pay Less | Anywhere in Asia

Shop Smarter on AP Today | FREE Product Samples, Latest Discounts, Deals, Coupon Codes & Promotions | Direct Brand Updates every second | Every Shopper’s Dream!

Asian-Promotions.com or AP lets you buy more and pay less anywhere in Asia. Shop Smarter on AP Today. Sign-up for FREE Product Samples, Latest Discounts, Deals, Coupon Codes & Promotions. With Direct Brand Updates every second, AP is Every Shopper’s Dream come true! Stretch your dollar now with AP. Start saving today!

Originally posted on: https://www.wealthmanagement.com/client-relations/adjusted-risk-opportunities-await-advisors-enhance-client-relationships-through