Webvisor is a witty and entertaining introduction to the on-line world for financial advisors interested in using technology to build their practice
Michael W. Byrnes, Jr.
Many advisors are still behind the times when it comes to having a strong online presence. This book is a solid resource for those that want to catch up with the way businesses are continuing to evolve. If a firm implements this advice, client communications will improve, increasing retention and referrals, and its reach will be expanded, making it easier to bring in new business.