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Summary: RIA owners can follow these four steps to get the most out of technology while protecting themselves from cyberthieves. When advisers make smart decisions about technology usage, they are engaging in a pre-emptive strike against potential fallout from future cyberattacks.
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Summary: As I sit through today's conference agenda at the T3 Advisor Conference in Orange County, CA., I grow impressed with the array of fintech financial advisors have at their disposal. Here is our look at the top five technologies wealth managers, and other industry professionals will be embracing in 2017 and beyond.
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Summary: I don't like most business books. I don't like them because they usually take a very complex topic — building a successful business — and dumb it down to what is commonly called “The Hero's Journey.” In their journey, the authors start to climb the mountain, face some challenges, come up with some great ideas and keep climbing until they reach the summit; it's the best thing that they’ve ever done, and they’ve accomplished it.
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Summary: The person who can best communicate thoughts and feelings to an audience gets heard. For financial advisors, effective communication with prospects, clients, centers of influence and peers is critical. I have developed the Six Keys to Confident Presenting™ as a guideline for the best way to deliver a message to any audience.
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Summary: Indeed, we should resist the temptation to focus on regulatory uncertainty in abstract terms and instead concentrate on the motivating factors that led to the increase in regulations in the first place. This approach will allow us to both address the way in which advice will be delivered in the future and to find solutions that transcend many of the burdens that have been placed upon the industry.
