Please note: This is a companion version & not the original book.
Sample Book Insights:
#1 FAs are using a new technology, called Next Best Action, to improve their services and provide better outcomes for their clients.
#2 FAs are using a new technology called Next Best Action to improve their services and provide better outcomes for their clients.
#3 FAs are using a new technology called Next Best Action to improve their services and provide better outcomes for their clients.
#4 The best financial advisors of the future will have the best personal relationships and the best data-driven advice.