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Smart Advisors Combine A Human Touch With New Technology

Successful advisors need the power of data, powerful analytics and speed of operations.

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Chris Perry LinkedIn Icon
President, Broadridge Financial Solutions

Broadridge President Chris Perry explains how financial advisors can thrive by embracing technology to better connect with and service their clients. “Automated technology has put pressure on advisors to remain relevant,” Perry said. “Yet an advisor with a high EQ, or emotional intelligence, is well positioned to compete by offering something machines by themselves can’t match.”

Read Perry’s full take on how advisors can use technology and data to their benefit in the Forbes article here.

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