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Improving client experience for financial advisors

Whitepapers

Ordinary to Extraordinary: Creating a High-Touch Client Experience for Financial Advisors

Recent research has shown that 40% of advisory services clients would consider leaving their financial advisor. Financial advisors who deliver so much value–through a high-touch, personalized client experience–that their clients wouldn’t consider leaving, are at a distinct advantage. In fact, your client experience should be so packed with value that clients don’t question your fees, because they see the value of all that you deliver. 

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advisor-technology-whitepaper

Whitepapers

Why Advisor Technology Matters More Than Ever: Driving Productivity, Efficiency & Growth for Your Independent Advisory Practice

Technology is both a disruptor and differentiator for today’s independent advisor. Advisors who prioritize technology and fully integrate it into their practice have a significant strategic advantage in today’s tech savvy marketplace.

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Whitepapers

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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dol-fiduciary-rule-whitepaper-for-financial-advisors

Whitepapers

Changes Ahead: Five Steps Advisors Can Take Now to Prepare for the New DOL Fiduciary Rule

The DOL Fiduciary Rule will have potentially wide-ranging impacts for our profession. This whitepaper covers five things that you can do now to prepare your practice for the changes ahead, in several key areas.

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aria-don't-put-off-succession-planning-whitepaper

Whitepapers

The Cobbler’s Children Have No Shoes: Don’t Put off Planning Your Succession

Successions are complex undertakings. They can be exceedingly uncomfortable. But the cold, hard facts are that NONE of us will be running our businesses forever, and we need to plan for that inevitability.

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