Why Financial Advisory Firms are Switching to a Business Cloud Phone System

In an article for the New York Times, Craig Pfeiffer, CEO of the association representing the investment advisory solutions industry noted that: “the financial advice profession is under pressure to continue to move aggressively from a sales- and product-driven focus to a more comprehensive, advice-driven model delivering a personalized, streamlined experience to investors similar to what is happening in other industries.”As with disruptive shifts in any field — such as legal or healthcare — some financial advisory firms are successfully navigating this new client-centric landscape, while others are struggling. And it’s not surprising that many firms that see the future...