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Susan Glover Insight & Advice

Move from Performance-Driven to Client-Engaging Discussions

Client discussions need to go beyond performance to provide a higher level of value.

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Guest Blog: Kelli Cruz

Many advisors asked for assistance in finding operations and admin staff. Advisors are surprised by the level of turnover in these areas. While I am not in the HR business, I do understand the difficulties of retaining good staff.

Three Tips to Improve your Technology Decision-Making

Imagine losing a prospect solely because your competitor’s prices were lower.

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Make Smart-Technology Moves From the Inside Out

Your purchase decisions should be based on your firm’s internal needs and goals

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The Value of the Human Touch

Technology can only take you so far. Financial advisors need to achieve the right balance of tech and human interaction for a successful client experience.

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