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Summary:We’ve always been taught to be closing, you know the ‘proverbial ABC, always be closing,’ but your concept of the mini-close got my attention,” remarked Jared as a prelude to his question during a Q&A, “Most, if not all, of us would agree that the closing techniques we’ve been taught don’t work on people with money—but how much different is your suggestion?
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Summary: The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out. But it wasn't always this way.
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Summary: A while back, I was talking to my lawyer about the “client service” I experience from him and his firm. It was evident that he was truly interested in my feedback. My response was simple. “I just have one complaint. I wish you would respond quicker to my phone calls and emails.”
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Summary: Apex Clearing is looking to expand its digital custody and clearing brand into the human adviser market though a new partnership with Trizic, a technology vendor that develops digital advice products for advisers.
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Summary: Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits are easy to keep. And who doesn't like to cross something off their list right away?
