Remember when all you needed as a financial advisor was a yellow legal pad and a landline? For a financial professional in the 21st century, there are countless technology solutions — and they can be overwhelming. That’s where an IMO can help. In this interview, we speak with Brian Lucius, chief distribution officer at Gradient Financial Group, about the integral role technology plays in an advisor’s ability to attract more clients and referrals.
Gradient Financial Group
Today, financial professionals offer more to their clients than ever before. The business is less about products and more about relationships and referrals.
Advisors today face more demands than ever. You must keep up with an ever-expanding array of products while serving a greater variety of clients. You must maintain an efficient back office, adhere to compliance regulations and stay on top of today’s marketing and prospecting trends.
