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Summary: [Podcast] My guest on today’s podcast is Marty Kurtz. Marty is the founder of The Planning Center, an independent RIA based in Moline, Illinois, that – as the name implies, quite deliberately – provides comprehensive financial planning for clients, along with investment management for more than $700 million of client portfolios.
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Summary: Average advisors make wishes. Good advisors set goals. Elite advisors are committed and have systems.The bedrock of success for elite advisors comes from being committed and following systems.
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Summary: Everyone knows that social-media and digital tools can play a key role in marketing for advisors, but how else can advisors leverage technology?
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Summary: Now more than ever, your marketing efforts reflect onto your business’ success. In order to keep up with our constant world, many practices often lose strength in their marketing efforts, thus losing success– but, how do you keep up with these changes and maintain successful marketing efforts?
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Summary: In the wake of the Equifax hack, are you confident your clients’ data is walled off behind sufficient cyber protections?
