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Summary: We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time in front of other devices like a work computer or television. It's hard to navigate the noise when there is always so much going on.
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Summary: When I graduated from high school nearly 25 years ago, I was fortunate to land an internship in financial services through a program called Inroads. The goal of the program was to expose talented minority youth to corporate America and to prepare them to succeed in their future careers.
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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.
