Susan Glover Insight & Advice

The Value of the Human Touch

Published on Tuesday, February 28, 2017

The Value of the Human Touch

Technology can only take you so far. Financial advisors need to achieve the right balance of tech and human interaction for a successful client experience.

Today’s technology can deliver everything from a raw data dump to meaningful client presentations. Technological advances have also made it possible to deliver more information to clients more efficiently than ever before. It’s a development that has many benefits but also one great potential drawback: a reduction in the amount of personal contact between advisors and their clients.

Read our Barron's article on how to retain a human touch as you roll out the latest technological solutions for clients:

   •  The best technology is only as good as what the client can digest 
   •  Information delivered in an automated way might appear as a one-size-fits-all solution
   •  Technology cannot distinguish good information from bad
   •  Technology cannot have discussions

Contact us for additional information.



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