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Summary: DETROIT — “It’s hard to believe a research project by a tech company can help us with our sales skills,” intoned Gerry with a pained expression, then continued his stream of consciousness, “the fact that they were able to segment top salespeople and low performers by their use of questions in their sales pitch is very interesting.”
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Summary: Most advisors have limited marketing budgets when it comes to finding prospects and turning them into clients. But the best advisor marketers follow some simple, repeatable steps for closing prospects, according to research done by SmartAsset among the advisor users of its SmartAdvisor lead generation service and other advisors over the past year.
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Summary: North American financial advisors had a very good year in 2017, enjoying record levels of assets under management and revenue production, deepening their client relationships and accelerating the shift toward asset-based fees.
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Summary: Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."
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Summary: I just listened to a presentation by Nick Thompson, editor-in-chief at Wired, about all things in the future of tech. A lot of it was focused upon Artificial Intelligence and Machine Learning towards the end, but the first half was interesting as it focused upon why there is a backlash against Silicon Valley right now.
