From WealthManagement.com
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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.
From InvestmentNews
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Summary: It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship.
From InvestmentNews
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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.
From ThinkAdvisor
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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?
From Advisor Perpectives
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Summary: I realize that each generation has its own style and terminology and each has their way they think things are right or not, but we are serving largely an older population. Like many advisory firms, a great deal of our client base is retired and over 65 years old. Some of them don’t even hear that well. I will often hear “Lisa” on the phone saying “hello? Hello?” a couple of times. My suspicion is that the caller is stunned they are not hearing more of a welcome when someone answers.
