Why Automation Is the Enemy of Financial Advisor Client Experience One common mistake advisors make — and 3 ways to get it right With the recent explosion of FinTech, it seems that there is no limit to automation inside an advisory firm. Advisors are racing to streamline their workflows. If there’s an app to automate the financial advisor client experience, they must have it! What’s the problem? If you are not careful, you can streamline your client experience so much that your clients will have no experience at all. All they’ll be interacting with is these cool apps, portals, interfaces, workflows, and blast emails.  And that will leave them with…