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Summary: Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound.
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Summary: Financial advisors have more work to do when it comes to protecting their systems from hackers, InvestmentNews reports, citing cybersecurity examination results released this week by the SEC.
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Summary: When it comes to advisor technology, selecting a product is only the beginning. The real challenge comes in implementation and adoption.
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Summary: When I consult with advisors, the first and last priority I hear from them is finding new ways to grow their business. Of course, bringing on new clients is important, but it’s also critical not to lose sight of existing ones. Too often advisors take for granted their current clients and assume strong portfolio performance alone will keep them happy. However, we know that investors care about more than just financial results.
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Summary: Hot August nights have finally arrived and so has this week’s Five Little Things for your Monday post! This time we’re keeping up with the latest best practices on content marketing and relating to your clients.
