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Automation: An effective way to enhance marketing success

Advisors today are busy. Real busy. While having to manage a large book of client accounts, they also need to come up with effective ways to market themselves to drive new business.

To do this, they may want to develop and deliver content designed to educate investors about financial...

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Technology’s impact on the client experience

Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social...

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The robo advisor’s place in an advisor’s practice

Call it a fad, phenomenon or natural evolution, but the truth is, “robo advisors” are gathering assets fast. Around $50 billion are currently managed on digital advice platforms and, by some accounts, robo-managed assets are projected to top $2 trillion by 2020.

The low ticket...

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Fully integrated technology is key to advisor success

While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the...

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