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Summary: The most successful financial advisers take their time picking up new technology, focus on the "client experience" and deemphasize back-office trades, according to a new study from Fidelity Investments.
 High-performing firms are doing a lot of things differently. The top achievers depend on high-quality support staff and used technology that enabled them to scale up their services.
David Canter, executive vice president of Fidelity Investments. |
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