TITLE

From Toys to Tools: Technology's Effect on Client Communications

AUTHOR(S)
McCarthy, Ed
PUB. DATE
July 2000
SOURCE
Journal of Financial Planning;Jul2000, Vol. 13 Issue 7, p62
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Examines how financial planners are adopting technologies in communicating with their clients. Impact of e-mail on the contact-response cycle with clients; Concerns of planners on putting client portfolio reports on Web sites.
ACCESSION #
3393887

 

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