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Young Customers Find Digital Brands More 'Relatable' Than Big Banks: Survey

Added on March 2019 in Other Ideas
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Summary: The biggest drivers were double-digit scores above the index median on competence and character. Marcus, Venmo and Finn are digital-savvy brands that meet and often exceed customers’ expectations of their products and services, according to BrandCap.

Better Together: Marketing and CRM Combine Forces

Added on March 2019 in Other Ideas
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Summary: Advisors using Redtail Technology's client relationship management platform and Snappy Kraken's marketing technology will have access to a new integration unveiled today, Snappy Kraken announced. Advisors on the Snappy Kraken interface can now authenticate their Redtail account details, porting over contact and group information into the marketing platform.

10 social media stars you're not following yet, but should be

Added on March 2019 in Other Ideas
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Summary: If you’re on Twitter, you probably already follow popular financial industry voices like Michael Kitces, April Rudin, or Josh Brown and the Ritholtz Wealth crew. But there are a lot of great people using social media to talk about wealth management and financial advice.

Bill Good: A Guide to Retirement Planning for Advisors

Added on March 2019 in Other Ideas
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Summary:
You spend countless hours helping your clients get ready to retire.
You coach them on how to structure their investments to maintain the lifestyle they desire.
You help them with Social Security, possibly Medicare. You may even offer counsel on where to live.
But what about you?

The 10 Most-Overused Clichés in Wealth Management

Added on March 2019 in Other Ideas
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Summary: You ever hear a financial pundit say, “Sell in May and go away,” or “Be fearful when others are greedy?” If these phrases elicit an eye roll, you may be onto something. Such phrases have become so overused in our industry that they’ve lost their meaning.

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