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Summary: With all of the great advances we’ve seen in advisor technology over the last several years, you’d think that some of the basic technology problems that have plagued advisors for years would have been addressed by now. Unfortunately, that’s not the case.
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Summary: There’s no question that financial advisors are increasingly using social media platforms to communicate with current clients and to prospect for more, but exactly how they engage and how often depends in large part on their individual firms.
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Summary: The Department of Labor’s fiduciary rule for retirement-account advisors, which takes effect in April next year, requires FAs to understand their books of business as never before.
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Summary: Introductions are the most powerful form of word-of-mouth marketing. Our research on elite financial professionals and affluent investors continues to reinforce this fact. When one person intentionally introduces a service provider to someone they know, the credibility transfer speeds up the entire sales process.
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Summary: Much of my time is spent helping firms maximize operations, processes and technology at all organizational levels. The desire to maintain balance begins on a personal level and must work its way to the professional level. To put this in better perspective, here are some ways technology has transformed work-life balance into work-life integration.
