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The millennial revolution has affected all industries including the financial services industry. Where old school advisors prided themselves in cold calling and building relationships with clients through face-to-face meetings or events, today's investors are more likely to want to communicate via email, mobile, text, or Facebook messenger. And they want you to be available at all hours of the day, and night, so if they have a question in between games of Minecraft, they want an answer.
It took some time for the major banks and other financial service firms to adjust to