Financial Professionals Who Excel With Technology – Technology Leaders
July 02 2013
LIMRA talks with Mary Art, research director, and Norah Denley, senior research analyst with LIMRA’s Distribution and Technology Research team, co-authors of the recently released LIMRA report, Technology Leaders: Financial Professionals Who Excel With Technology
. This report covers the dramatic change in how financial advisors communicate with their customers. Technology tools have enabled financial professionals to move beyond paper, mail and landline phones in most aspects of their job. Today, there are many more options for advisors to build relationships with their clients by adopting the innovative use of technology tools. This podcast will explore “technology leaders” those financial professionals who excel at leveraging technology in their business.
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