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Summary: The third quarter saw another round of more than $100 million invested into robo-advisers by savvy investors hoping to change the world of wealth management. The core premise of every digital solution is that individuals can get educated, act rationally and do the right thing all by themselves.
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Summary: In the advisor technology sphere, it used to be enough to look for evidence of change. What’s different now is the velocity of the action.From robo advisor technology to real-world tools that build on mobile platforms, and from risk assessment to financial planning software, changes are taking place that will shape the industry for years to come
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Summary: Few things are more frustrating than when the time you spend networking with prospective clients produces no results. But I will share some good news: A few simple steps to rethink your expectations and change your approach will dramatically improve the outcome from networking activity.
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Summary: Trust is an important element in any client-advisor relationship and is especially paramount when working with women. Female clients want financial advisors who are not only technically skilled but exhibit an emotional side as well. Understanding this will go a long way in fostering new, solid relationships.
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Summary: More than half of financial advisors surveyed by the FPA for its latest study, "2014 Drivers of Business Growth," didn't give their business development process a passing grade, and only 9% described their process as very effective.
