In today's digital age, where technology shapes every facet of our lives, financial advisors face a unique challenge – embracing advanced technology to connect with younger generations of potential clients. However, 40% of financial advisors hesitate to adopt technology for lead generation.
Our whitepaper,
Bridging the Tech Gap | How CRM Technologies Attract and Retain New Clients, delves into the critical role CRM platforms play in bridging this gap and positioning firms for sustainable growth.
