Technology

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Data consolidation helps clients and advisors

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Data consolidation helps clients and advisors

Michael Kitces' recent article provides an excellent overview of the challenges facing the financial technology ecosystem to provide a single view of the client and the sharing of client information across multiple stand-alone applications. This is our response.

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Social networking strategies for building engaged client-advisor relationships

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Social networking strategies for building engaged client-advisor relationships

Online social networking technologies are making it easier than ever before to stay connected and build engagement with one’s clients.

Client engagement is critical to any advisory practice because it supports not only the retention of your services over time, but also generates warm referrals – both of which are a potential source of significant growth in your book of business.