Gone are the days of working in an office Monday through Friday from 9 to 5. Jim Dario, a managing director of product and strategy at TD Ameritrade Institutional, says clients expect 24/7 attention from their vendors, and advisers need to find the right technology tools to streamline their process while still managing to enjoy their own life, home, hobbies and family.
“By setting up associates with the right mobile tools and giving them the opportunity to work from home, clients will receive the level of service they are expecting,” Dario said Tuesday at the Technology Tools for Today conference.
