Technology has come a long way over the years, helping improve efficiency and often times boosting productivity – but don’t worry, this is not a post about the latest and greatest gadget to make your life easier.
Email, web, and social media have revolutionized how we communicate and share large amounts of information, and conference calls and webinars are a great way to connect people hundreds of miles away to discuss ideas in real time. The availability of technology continues to grow and evolve, changing the way we communicate and do business; however, sitting in the same room and looking someone in the eye still plays a significant role at ISG Advisors.
The importance, and even power, of meeting a client face-to-face has never been lost on any of our advisors. Please do not misconstrue this post as ‘anti-technology’ – ISG Advisors embraces technology, but I will argue there is no replacement for meeting in person. We pride ourselves on getting to know our clients before any advice is given. Understanding a client’s current situation, and his or her needs, wants, and goals is a conversation that, when possible, should be done in person.
Recently, ISG’s advisors on the retirement services team presented several in-person seminars focusing on planning for retirement. Even though a PowerPoint presentation was used during the seminars, the conversations between our advisors and clients prior to, during, and after the seminars were more beneficial than any grouping of slides. Making ourselves available in the same room to discuss the challenges of retirement, as opposed to simply sending an email with the presentation attached, allowed meaningful discussions to take place.
Mannerisms, body language, and eye contact are cornerstones of communication for a reason. Whenever possible, important conversations and meetings should happen in person – at least that’s how we at ISG Advisors feel.
I love technology as much as the next person, but a text message or email will never take the place of an in-person meeting.
~ Andrew Grow, Investment Advisor Representative