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Summary: When technology’s benefits are discussed with advisors, they are most often framed as a way to maximize your staff’s efficiency, lower costs and improve the client experience. In fact, I wrote about how you can improve the client experience and create “wow” moments for your clients using your technology in the first article in this series.
 It is possible for you to use the technology you have effectively implemented as an opportunity to drive further growth through mergers, acquisitions or other creative arrangements to leverage the scale you now have.”Eric Clarke, CEO, Orion Advisor Services |
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