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Summary: After the Covid-19 delta variant cancelled 2021 plans, the Technology Tools for Today conference made its long-awaited return this week. This year’s event was the most attended in the event’s history, according to T3 president Joel Bruckenstein. Around 1,000 people came to Denton, Texas — nearly half of whom represented advisory firms — to learn about innovative startups and the latest trends driving the world of adviser technology.
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Summary: Women's emotional and social competencies are essential for financial advisers, who often have to have tough conversations with clients and handle delicate situations.
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Summary: Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.
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Summary: A player’s batting average may be the most familiar statistic in baseball to all fans and is a basic way to measure their competency at the plate, just as Morningstar’s batting average measures the percentage of months a manager has outperformed their respective benchmark over a period of time.
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Summary: Advisors often find themselves pulled in several directions at once. They must keep their clients happy. They must allocate time for prospecting. They need to interact with their team so that everyone feels valued.
