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From ‘Tested’ to ‘Proven in the Trenches’: 11 Ways Advisors Can Compete, Drive Value in an Evolving Industry

Posted on February 17, 2020
A lot has changed inside and outside the financial industry since 2005, when the first edition of “Tested in the Trenches” hit bookshelves. Technology, as an ever-changing entity, has been…
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Practice Management

Why You Need To Keep Up With Financial Advisor Technology in the Workplace

By: Lisa Synowicki
Our society has experienced a serious technology boom over the past 15 years and has forced new ways for offices to operate. Financial advisors are not immune to these changes in…
Practice Management

10 Tricks for Maximizing Technology Efficiency in Your Practice

By: Quin Kilgore
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours on…
Investments

What are Robo-Advisors?

By: Don Hagan
First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will…
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