Abstract
This article addresses the following key points: An estimated 58 million US adults use e-mail daily. It's important to educate clients against developing a short-term focus if portfolio values are available online. Forrester Research has found a strong correlation between clients' use of e-mail and level of satisfaction with their adviser. E-mail and websites should enhance, not replace, in-person meetings and phone calls with clients.
Full Text 
Sign-in/Register to access full text options
Sign-in/Register to access full text options 
Published version (
Free)
Free) 
Talk to us
Join us for a 30 min session where you can share your feedback and ask us any queries you have
Schedule a call
