Neil Kawashima discusses investing in the client experience with Forbes Finance Council

Neil Kawashima shared his perspective with Forbes Finance Council on where wealth management firms should invest to strengthen the client experience while supporting efficient, scalable operations.

Neil advised firms to invest in talent, particularly in developing the people-facing skills of younger advisors. As raw data becomes more accessible, he explained, the ability to connect face-to-face is “more valuable, not less.”

He added that advisors who know how to connect authentically with clients and teammates strengthen the business and grow into better leaders.

Read the full article in Forbes Finance Council.