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The right technology can make all the difference when it comes to a financial advisor’s success, especially in today’s competitive business environment. Recent innovations in financial technology have provided state-of-the-art applications to handle everything from client relationship management to investment modeling to billing and document production.

These solutions have the potential to make your practice more efficient and profitable. The challenge is making sure these different technology applications work together as a seamless whole, providing your business the support and accuracy you require.

Here are several reasons why technology is crucial for your advisory practice:

Technology can make you more efficient. As you know, the process of advising clients, investing their money, and providing necessary documentation and compliance paperwork can be a time-consuming process. In many firms, these processes may account for at least...

5 Mistakes You Don’t Know You Are Making on Social Media

Originally published by Financial Social Media

By: Amy McIlwain

Have you ever made a mistake that [at the time] you weren’t aware...

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Tips for Making a Successful Career Transition in the New Year

Making a career change can be daunting for any advisor. To better help you make a transition, Trust Company of America is launching Advisor Pathways, a program designed to provide the tools and consulting needed to make a successful career change. Advisor Pathways is specifically geared to serve...

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13 Powerful Social Media Stats and Trends to Know for 2013

Originally posted by Financial Social Media

By: Amy McIlwain

For the past several years, social media has been a conversation that was spoken of being as a “new” phenomenon. At first, people adapted to the new...

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Happy Holidays

Happy Holidays from your Trust Company of America marketing team!

Wishing you a successful year in 2013

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