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Summary: As you know all too well, the day-to-day world of a financial advisor is full of distractions. That said, the following simple five tips for enhancing financial advisor productivity will help improve the efficiency of any advisor.
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Summary: With smartphones and tablets ubiquitous, apps are becoming more important. But as a financial advisor, unless you are looking for another iteration of Angry Birds, how do you decide which apps are worth downloading to make doing business easier?
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Summary: Advisors think they're personally successful -- but they think their industry stinks. Those were two key findings of Pershing's second annual study of advisory success, unveiled here last week during the company's Insite conference.
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Summary: Many financial professionals have been misled when it comes to being found on Google. High cost search engine optimization strategies just aren't paying off. Financial firms that have artificially worked their way up to Page 1 of Google search results are either not there today or won't be there for long.
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Summary: Taking their cue from the medical field, advisors are turning to residency programs to help bring new blood into an aging workforce. Instead of recruiting young professionals with a couple of years’ experience selling insurance or mutual funds, firms are hiring total rookies and giving them on-the-job training.
