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Summary: Successful financial advisers are differentiating themselves with small, inexpensive touchpoints that strike a personal chord with their clients and taking other key steps to create a "five-star" experience for clients.
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Summary: How would you like to make your 2019 fourth quarter the most productive of the year? If you’re interested, and I’m sure you are, a Freakonomics podcast might provide the spark you need.
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Summary: Financial advisers and wealth planning firms are always looking for new technology to improve their businesses. When I started working in fintech 20 years ago, the technology available to independent financial advisers was limited.
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Summary: A tired bull market and the demographic age wave are converging on the advice industry. The implications demand much of leaders whose skills may be rusty — or outdated.
