Anand Sekhar, VP, Practice Management & Consulting, Fidelity Investments met with Julie Cooling, Founder & CEO, RIA Channel to discuss the importance of data management and its ability to deepen client relationships.
Sekhar and his team at Fidelity help advisors collect, capture and capitalize on client information efficiently and compassionately. Sekhar suggests that a successful client experience will deliver authenticity and build loyalty.
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