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With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for Trust Company of America.

Kinsey says RIA firms should seek to create streamlined, scalable and repeatable processes for their technology, with a focus on simplification and saving time.  Taking inventory of existing technologies is a good place to start: What works? What causes problems? What aspects of the business could potentially be improved or made more efficient by better technology?

Advisors who attended the Genius Session offered a snapshot of the wide range of functions that could benefit from improved technology. 52% of attendees said they were most interested in technology in back-office functions and portfolio management, 38%...

eMarketing for Financial Advisors: 10 Ways to Boost Open & Click Rates

Originally posted by Financial Social Media.

By Amy McIlwain.

Many financial advisors are interested in how they can use email marketing to increase leads and grow their business. Although email...

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The 3 Google Analytics Metrics You Should be Measuring

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on...

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The Importance of Good Website Structure

By Diana Merkel, Owner, Pinkshag Design

The difference between a website that is frustrating to visitors, and one that keeps visitors coming back for more often boils down to site navigation. The appeal of a well-...

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Interview with Financial Advisor Social Media Extraordinaire, Jamie Cox

Originally posted by Financial Social Media

By: Amy McIlwain

James A. Cox, III of...

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