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Summary: The North American Securities Administrators Association recently approved a new information security model rule package to enhance state-registered advisors’ cybersecurity and privacy practices.
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Summary: Sometimes as an advisor, it helps to look at other sales roles for inspiration. I thought it might be helpful to share two stories with you, one good and one bad.
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Summary: Data-driven organizations are 23 times more likely to gain customers, six times more likely to retain customers, and 19 times more likely to be profitable as a result, according to the McKinsey Global Institute.
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Summary: Financial advisors confident they have every technical planning method down pat still see client service as an area of personal and professional growth.
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Summary: With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence.
