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Orion Ascent: Survey Results, New Tools And Upgrades

Added on March 2024 in Thought Leadership
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Summary: Orion’s McLaughlin Discusses Behavioral Finance, Growth Expectations, AI, Compliance, Data Integration, Estate Planning And More

 

Q&A: Bob Oros Reflects on 5 Years of Growth at Hightower

Added on March 2024 in Thought Leadership
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Summary: After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

 

Takeaway From T3 2024 with Joel Bruckenstein

Added on March 2024 in Thought Leadership
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Summary: Joel Bruckenstein reflects on the 20th anniversary of T3, and celebrates the growth and evolution of the financial technology community.

Why FAs Are Pouring Money into Websites But Not Getting Leads

Added on February 2024 in Thought Leadership
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Summary: More than 60% of advisors think their website is ineffective at generating leads, according to a recent Broadridge report. An incomplete marketing strategy may be the reason, consultants say.

 

Customer-Centricity: Bringing the Organization Together

Added on February 2024 in Thought Leadership
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Summary: I’ve written about the benefits of a customer-centric culture. They are plentiful! One of the benefits that should be added to that article is the fact that this type of culture truly brings the organization together. That shouldn’t be unique to a customer-centric culture; whatever type of culture you design should do the same, except…

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