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Mitch Reiner Explains to Financial Planning.com Technology Based Efficiency Strategies

Featured in an online article in Financial Planning.com, Mitch Reiner demonstrates how he leverages his use of digital and technology based programs to make his time more efficient for his clients.  In the ever expanding world of resource management technology, the topics which are getting high marks in consumer value are those which bridge the gap between client and advisor.  

Featured in an online article in Financial Planning.com, Mitch Reiner demonstrates how he leverages his use of digital and technology based programs to make his time more efficient for his clients.  In the ever expanding world of resource management technology, the topics which are getting high marks in consumer value are those which bridge the gap between client and advisor.  With new streamlined systems which allow easy communication, advisors are finding that they can better serve their clients on a more personal level.

“We believe that using technology makes us more efficient by focusing on communicating through many media — digital newsletters, emails, social media – reminding clients that the firm is here, watching the markets and explaining how it affects them and their accounts,” Reiner comments.

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