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3 Powerful Benefits Financial Company CEOs Realize by Getting Social

Added on October 2016 in Manage Your Practice
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Summary: Not long ago, CEOs — especially those at the helms of financial organizations — were perceived as inhabitants of lofty ivory towers, where their importance and superiority kept them isolated and safe from the investing public. And for centuries, the masses accepted it. Then the internet came along and changed everything.

The More RIAs Use Tech, The Faster They Grow Assets

Added on October 2016 in Manage Your Practice
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Summary: RIAs that adopt business support technology platforms to help them deal with administrative overhead have an upper hand in growing their assets under management, according to a recent survey by RIA in a Box.

How to Incorporate Robo Services in Your Practice

Added on October 2016 in Manage Your Practice
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Summary: As the number of robo-investing platforms proliferate and individual investors gain comfort with the technology, more financial advisers are incorporating the platforms into their practice or looking to do so.

Advisers finding more social media success

Added on October 2016 in Manage Your Practice
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Summary: Financial advisers are increasingly comfortable tweeting and posting to Facebook and LinkedIn as securities regulators have made their expectations about social media more clear.

Seven Tips for Building the Perfect Day

Added on October 2016 in Manage Your Practice
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Summary: Have you ever had a moment at the end of a long day where you thought,  "Wow, I got a lot done today?" Most of us have. It’s a good feeling.  Maybe you wouldn’t call it “perfect,” but it represents an ideal 24 hour cycle of your most important actions. 

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