[Guest Host] Keeping Advice Human: Secure Technology Clients Will Actually Use, Ben Beck, Julian Harris [Hosted by Carole Howard] (#49)

Clients expect their adviser's digital service to feel professional, safe, and easy to use. They also expect to be treated as individuals, which gets harder when every provider, platform, and portal asks them for another username and password.
On episode 49 of Regulated Digital, independent financial adviser Ben Beck, joins host Carole Howard to look at how advice firms can adopt new technology and keep the personal relationship that advice depends on.
Learn more: https://www.mailock.com/blog/keeping-advice-human-secure-client-technology