Navigating client communication in a digital age
Technology clearly has a place in the client relationship, but its value depends on how thoughtfully advisors use it.
Domenick D’Andrea, AIF, CRC, CPFA, is the cofounder of DanDarah Wealth Management, and has been a financial advisor for more than 30 years. He is also a 10-year member of MDRT. Contact him at domenick.dandrea@innfeedback.com.
