Articles by Sam Kaufman

About the author:

Sam Kaufman

Business development representative

Sam Kaufman is a business development representative at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Technology’s impact on the client-advisor relationship

Though technology is commonplace across the financial services industry, some advisors may feel that it is replacing the human aspect of the client-advisor experience. While our industry is becoming more dependent on tech, technology is here to enhance relationships, not replace them.

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