In an ever-changing industry fueled by convenience, Allied is adapting technologies to meet client needs. More and more of our clients are mobile – traveling for work or pleasure, but still in need of communication with their advisor. Allied advisors are available to get “face time” with clients no matter where they are. Rather than be restricted to emails or phone tag, Allied can provide the same personal service that clients receive while sitting in our offices without having to coordinate geography.
Clients and advisors benefit from maintaining communication digitally. In this article, John Gibbons explains how he utilizes meeting technology. The article also provides other examples of how advisors are communicating online. Click here to read the full article!
If you are searching for an advisor or are an existing client, find out more about how Allied can connect with you at your convenience. From the Wealth Management Dashboard, to our web conferencing tools – our office is focused on finding out what clients need, and designing solutions.
Call (215) 497-8368 today to find out more or submit an inquiry form.