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Are You Bleeding Money on Tech Because Your Business Model Is Broken?

Added on December 2016 in Manage Your Practice
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Summary: Financial advisory firms continue to bleed money on tech with failed adoption rates. So we asked why and here is the answer: You can NOT adopt tech without first deciding your business model. This may seem like common sense but humor us and read below so you don’t make the same mistake as your peers.​

How financial advisers can get unstuck in the New Year

Added on December 2016 in Thought Leadership
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Summary: Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture.

Voices To be a success in 2017, here's what advisers need to do

Added on December 2016 in Plan for the Future
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Summary: Managing wealth today is increasingly about getting the best from human interactions and technology — and getting this mix right is both the challenge and opportunity that the industry faces next year.

RIAs find it easy to justify spending more on technology in 2017

Added on December 2016 in Manage Your Practice
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Summary: Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether.

Advisors, Don't Be Dichotomous Thinkers

Added on December 2016 in Thought Leadership
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Summary: Pundits like to make fun of the tradition of New Year’s resolutions, pointing out all the failures to actually follow through on those resolutions. Yet Americans keep making them, year after year. According to the Statistic Brain Research Institute, 45% of us usually make resolutions, but only 8% succeed in following them.

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