socialmedian: The iTunes Financial Adviser

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The iTunes Financial Adviser - Forbes.com

Submitted by Philipcalvert

Feb 11, 2009

Summary

Giving clients investment information and choices does not diminish your own value. It increases it.

If anything is clear from the current financial crisis, it is that financial advisers need to become adaptive. Servicing investors' financial wealth solely using a monthly statement will not suffice much longer. Clients deserve and demand a more interactive experience. Hand holding becomes archaic when information is everywhere. Read the full article

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