Nick Eatock: Why advisers shouldn't discount technology for older clients

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clock • 4 min read
Nick Eatock: "
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Nick Eatock: "

As the shift to digital advice continues apace, are older clients being left out of the equation? Nick Eatock looks at the data which suggests they are just as keen on Zoom as their younger counterparts...

For advice firms, using technology like client portals can offer many business benefits. Secure client communication and document sharing and storage can reduce administration and cut the time and money...

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