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Video Tips

Financial Advisory Tips

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What role should technology play in an advisory practice today?
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  • Tips to quicker and easier communication between advisors and clients.


What are some limitations of using technology in an advisory practice?
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  • Tips to make technology more personal with your advisor.


How do you feel that technology will change how advisors and clients relate in the future?
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  • Tips take control  of your own finances through the advancement of technology.
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