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Earlier this week, Trust Company of America unveiled a new suite of features in Liberty, our industry-leading technology platform for RIAs.

The improvements add sales performance analytics, paperless client recruitment and e-signature onboarding functions plus in-app access to Meridian-IQ’s registered representative database, among other features, to Liberty—which advisors can access on any desktop, tablet or mobile device.  

The upgrades are just the latest in a series of enhancements aimed at making Liberty the RIA’s one-stop platform for managing their business. Here are the highlights of the new features, which will be available to TCA clients early next month:

  • Analytics and gamification: The new sales performance analytics allow advisors to break...

Learn What Works in Winning Clients

Guest blog provided by Susan B. Weiner, CFA

Are you about to embark on a new marketing campaign that will cost you a lot in money or time? Take a step back! It’s time to assess what’s already working for you.

There are marketing firms...

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Give the Gift of Responsive Web Design

My mother-in-law is turning 70. My wife mentioned that we are going to go in on a present for her with my wife's sister and brother. I thought, "great, but how much can knitting needles and yarn really cost?"

Turns out my mother-in-law wants an iPad so it is going to set me back a few more...

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Tips for Generating Leads on Linkedin

You don’t have to spend a ton of time on Linkedin in order to be effective, it is more important that you are consistent. Try to set aside about 15 - 30 minutes each week to review your Linkedin connections and groups and engage when you have the opportunity. After a couple of...

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5 Traits of the Most Successful Advisors

Originally posted by Maggie Crowley on Advisor Websites

Professionals in the financial industry often have alot in common: more often than not, we’re morning...

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