Report: Advisers face high cost by failing to engage via technology

12/11/2012 | U.S. News & World Report

Financial advisers could be losing millions of dollars' worth of business by failing to embrace videoconferencing, social networking and other high-tech modes of customer engagement, according to Cisco's Internet Business Solutions Group. "[F]or a firm with $200 billion in assets under management and approximately $1.8 billion in revenue, the overall opportunity could be as much as [an estimated] $341 million," according to the study's authors.

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