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Summary: Are you confident that clients’ data are walled off behind sufficient cyber protections?
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Summary: Many financial advisory firms are seeing more automation in their middle- and back-office operations, according to industry experts.
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Summary: No doubt within the first ten minutes of becoming a financial advisor, you received a list of taboos: those things you are never allowed to do because they are either ethically or legally forbidden. At the top of that list: using client testimonials.
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Summary: Developing a high-quality client base is a challenge all advisors face. While almost everyone knows that asking for referrals is an important way to grow a business, many planners struggle to do so.
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Summary: Beware of the social media guru! I recently read an article by one of them about why personal branding for a salesperson was useless.
