Clients aren’t leaving their financial advisors because of performance issues.  They’re leaving because of communication and service issues with their current advisors.  What are you doing to prevent your clients from switching advisors?  In this episode, David Armstrong talks with Gavin Spitzner, president of Wealth Consulting Partners, about the many ways in which financial technology … Continue reading 7. Gavin Spitzner on What Advisors Get Wrong Around Technology →