Feb 28, 2023
Client-centricity in wealth management communications: An Interview with Unblu’s Danny Baggs
Note: This blog post has been adapted from a podcast interview with Katie Royals, the managing editor of PAM insight. In a wealth management context, the service that clients expect has undergone a transformation. Whereas in-person meetings and long lunches were once the norm, the digital impulse driving every sector is also redefining today’s client-advisor