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Summary: Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
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Summary: Your relationship with your client and 1960’s movie character Cool Hand Luke could have more in common than you think. If there’s any hint of a disconnect, you’ve probably got a “failure to communicate”.
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Summary: It’s no secret that many financial advisors are not looking forward to complying with the Department of Labor’s new fiduciary rule. In our conversations with advisors, including those held during our 16-city working sessions across the United States, we consistently hear concerns about what it will take to transition to a fee-only practice.
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Summary: How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?
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Summary: Welcome to the most recent edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives a thumbs up or down on the biggest news around advisor technology in the last month.
