Best Practices

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  Best Practices [Webinar Recording] Closing the Behavior Gap: Improving Investor Management

  -- Download the presentation… Read More

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  Best Practices 6 Ways Financial Advisors Can Become Instantly More Productive

  Managing the eight hours in each workday to be as productive as possible is a challenge for every professional in every industry. Most of us want to be spending less … Read More

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  Best Practices 4 Tips to Help Manage Clients’ Investment Technology Expectations

  As people’s lives continue to be busier and more complicated, they want — or demand, really — their information and services to be accessible wherever they happen to be, at … Read More

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  Best Practices How Financial Advisors Can Ensure a Smooth Technology Implementation

  This article originally appeared on Advisor Perspectives. Identifying the right technologies to help your advisory firm improve efficiencies and better serve clients is an important first step in the process … Read More

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  Best Practices Empathizing with Your Prospects to Secure the Next Meeting

  A cookie-cutter approach to prospective client meetings won’t cut it. Advisors, learn to pay attention to your prospect’s mindset with these meeting tips. Read More

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  Best Practices How Advisors Should Choose a Digital Partner

  Now more than ever, advisors rely on technology to serve their clients. Choosing the right digital partner is a challenge, but it shouldn’t be a headache. Follow our four-step evaluation process to help effectively vet your digital solutions. Read More

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  Best Practices 2017 Tax Season Calendar: The Dates Your Clients Need to Know

  Before your clients get started with filing their taxes this year, take a look at our 2017 tax season calendar to make sure you’re aware of important tax deadlines. Read More

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  Best Practices This Is the Future of Financial Planning

  I tell my clients that 80% of what I do for my clients has nothing to do with investing. For the 20% that does, I use Betterment for Advisors. Read More

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  Best Practices Why High-Performing Advisers Are Aggressively Adopting Technology

  With recent rapid advances in technology, clients now have access to investment apps on their phones that are on par with any wirehouse workstation. So, faced with a clientele increasingly … Read More

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  Best Practices Why Good Technology Beats Investor Education

  I used to live in London, where taxi drivers have to learn The Knowledge, a comprehensive test to gauge their familiarity with London’s streets. It means that as a rider, … Read More

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