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Summary: In this day and age, having a presence on this giant of a social media platform is crucial to the success of your business. Twitter provides a medium that enables advisors to connect to their target audience and helps them to reach new prospects.
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Summary: Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."
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Summary: The best succession plans are the ones put into place long before they are needed. Rarely, however, does this actually happen.
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Summary: Attracting women to the financial advisory profession remains a huge challenge, but those who’ve found their calling here are determined to tackle it. They’re leading initiatives that are part of broader efforts to attract, train and retain advisors who bear a strong resemblance to clients.
