Added on October 2023 in Form an RIA
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Summary: Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need.
Added on October 2023 in Form an RIA
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Summary: Financial advisors today have access to many technology tools, including a growing number of artificial intelligence applications. However, effectively integrating these tools can be challenging. This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
Added on October 2023 in Form an RIA
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Summary: Most financial advisors base investment decisions on home office models, with new data showing that the profession continues to move more toward planning and customer service.
Added on August 2023 in Form an RIA
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Summary: Independent financial advisors know how crucial a good team is for running their business. Having the right people — in the right roles — can make all the difference to a firm’s success. And it can make all the difference in creating a great place to work, too.
Added on April 2023 in Form an RIA
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Summary: ChatGPT set records this year for the fastest-growing user base, and when you look what other popular apps such as TikTok and Facebook have done to change our society, it’s hard to wonder what exactly will be the effects of this new AI.
