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Ep 27: Cultivating Meaningful Client-Advisor Relationships — With Adam Boyer
Advisors, have you checked in with your clients recently? Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build client trust. Together, they explore the role technology plays in communication and the need for maintaining …
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By Laura Gregg and David PartainAdvisors, have you checked in with your clients recently? Adam Boyer, Head of Business Development for Emotomy at Northern Trust joins Laura Gregg and David Partain to discuss the importance of advisor-client relationships and what it takes to build client trust. Together, they explore the role technology plays in communication and the need for maintaining …
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