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Summary: An overwhelming majority of high-net-worth U.S. investors believe mobile technology has helped them and they’re increasingly using mobile devices and applications, according to the findings of the latest Morgan Stanley Investor Pulse Poll, released Wednesday.
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Summary: Think about the technology your firm currently uses. Does it satisfy your client reporting needs? Is client reporting an easy task, or is it frustrating, taking up more time and resources than it is worth?
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Summary: Not too long ago, I was on the phone with a prospect of mine who owns a financial advisory and wealth management firm in the southern part of the United States. He actually became a lead thanks to my own content marketing efforts – he read an article I wrote in a well-known online publication targeting financial advisors and, a short time later, he scheduled a strat call via a Calendly link in the upper-right hand corner of the homepage of our site.
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Summary:For advisory firms who want to keep growing and not plateau, I have three easy-to-remember steps for how to reset expectations and think about growth in a fresh way.
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Summary: The torch is being passed from boomers to the Gen Xers as leadership of registered advisory firms trends younger, according to a report by FA Insight.
