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Business Management
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …
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Technology
27 Questions Every Financial Advisor Should Ask Their Tech Vendor
Technology is constantly changing and always evolving. Advisors feel the pressure to stay on top of the latest trends in fintech and offer the best products for their clients. …
Technology
3 Ways Advisors Can Look at Technology
During our Excell conference in May, keynote and futurist Howard Tullman made this astute observation:
“Today, the rate of change is the slowest it’s going to be for the rest of our lives,” he said.
Technology
Artificial Intelligence: From Science Fiction to Financial Services
Earlier this month, I had the opportunity to visit the Technology Tools for Today conference in Las Vegas. Although many emerging technologies were presented throughout the event, it was …
Technology
The Hidden Threat That Wealth Managers Aren’t Talking About
When the Telecommunications Act of 1996 deregulated the telecom industry, executives at the old regional Bell companies faced a momentous decision. They could join the disruptors who began using …
Business Management
Why You Need To Keep Up With Financial Advisor Technology in the Workplace
Our society has experienced a serious technology boom over the past 15 years and has forced new ways for offices to operate. Financial advisors are not immune to these changes …
Business Management
10 Tricks for Maximizing Technology Efficiency in Your Practice
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours …
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