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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.
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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.
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Summary: Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."
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Summary: I just listened to a presentation by Nick Thompson, editor-in-chief at Wired, about all things in the future of tech. A lot of it was focused upon Artificial Intelligence and Machine Learning towards the end, but the first half was interesting as it focused upon why there is a backlash against Silicon Valley right now.
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Summary:When financial services organizations first began adopting social media, compliance decisions trumped technology choices and business value. As social media has matured, so too has the conversation around compliance. While compliance is still top of mind, and critically important for finserv organizations, executive teams are beginning to recognize that social media delivers tremendous value and must be an integral part of their business strategy.
