Level of Complexity: Overview
Today’s world is driven by relationships. In a market that started with a focus on the product, today, it takes more than just a solid product and good customer service to win business. Take our friends at Amazon for example. They started as an online bookstore and have grown to be a trillion-dollar household name. Why? Because even through e-commerce, they built relationships with their customers. As the financial services industry continues its transition to digital, it is more important than ever that advisers continue to focus on the relationship aspect with their clients.