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What's the next emerging technology for advisers?

Added on November 2017 in Manage Your Practice
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Summary: The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.

Do financial advisers need mandatory technology adoption?

Added on November 2017 in Manage Your Practice
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SummaryTechnology can work many wonders — as long as it is used. One persistent problem in the advice business, however, is the relatively low rate at which advisers adopt new technology. Could adoption be mandatory? Participants in the Technology Think Tank Sept. 13 - 14 wrestled with the issue.    

Do You Make Client Acquisition Too Hard?

Added on November 2017 in Manage Your Practice
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Summary: Sometimes your best prospecting opportunities are right in front of you.  But you miss them.  You make things harder than they need to be. But when you have a repeatable system, you find quick wins.  Opportunities to let your most obvious prospects know that you’re open for business.  And how you will serve them.

Ask Yourself 5 Questions Each Morning for Ultimate Productivity

Added on October 2017 in Manage Your Practice
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Summary: If you feel like your days slip away from you, give the aforementioned a shot. What’s the likely byproduct? You’ll feel more organized and focused each morning and you’ll undoubtedly get more done.

The Biggest Cyberattack Threat Comes From Within

Added on October 2017 in Manage Your Practice
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Summary: Whether or not you’ve seen the 1979 psychological horror film When A Stranger Calls, at some point you’ve likely heard this memorable line: “We've traced the call and it's coming from inside the house.” According to the 2017 Threat Monitoring, Detection & Response Report, inadvertent breaches prompted by internal users (employees, vendors, etc.) accounted for 61% of cyberattack incidents.

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