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Summary: Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff.
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Summary: Debra Kriebel is the only woman among nine partners at Pinnacle Advisory Group Inc., but she's working to increase that number, as well as increasing the number of female advisers across the advice industry.
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Summary: New products are being launched, smart integrations are available through increasingly opened application program interfaces and adviser feedback is inspiring more efficient features.
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Summary: On the one hand, it can feel like received wisdom at this point that firms without a strong social presence are falling behind. But in the universe of Facebook, LinkedIn Twitter and others, it can be unclear how to form a social strategy and to what end.
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Summary: The increased price transparency of the financial services industry in recent years is leading more clients to ask their financial advisers for a break on fees.
