Adaptable for risk: Opportunities await to improve customer relationships


In this highly detailed and engaging episode, BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the advisor-client relationship is becoming closer as clients are demanding more intimacy, commitment, focus personal and immediate communication. . This trend is a great opportunity for advisors to be at the center of their clients' professional relationships. With this comes the responsibility to provide a secure environment and privacy.

Learn more about zephyr
Learn more about BUNKER



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *