From ThinkAdvisor
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Summary: Most advisors have limited marketing budgets when it comes to finding prospects and turning them into clients. But the best advisor marketers follow some simple, repeatable steps for closing prospects, according to research done by SmartAsset among the advisor users of its SmartAdvisor lead generation service and other advisors over the past year.
From InvestmentNews
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Summary: Pope Francis weighed in on the debate over the need for a universal fiduciary standard for financial advisers Thursday in a wide critique of global finance that admonished advisers who worked against the best interests of their clients.
From Barron's Advisor Center
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Summary: The virtual assistant will be connected to an analytics-powered tool called Envision IQ. The goal is to let advisors review client information on demand even when they’re not in front of a computer. Beta testing shows that less than half of Envestnet users regularly talk to Alexa, but Frank Coates, the company’s executive managing director, said having such a tool available will make voice bots more popular among financial professionals.
From InvestmentNews
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Summary: Winners of the inaugural Best Places to Work for Financial Advisers discussed their challenges and secrets to success in a workshop preceding the InvestmentNews awards lunch on Tuesday in Chicago, where the top 50 best places to work were recognized for their outstanding dedication to employees.
From ThinkAdvisor
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Summary: North American financial advisors had a very good year in 2017, enjoying record levels of assets under management and revenue production, deepening their client relationships and accelerating the shift toward asset-based fees.
