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Lessons from 2008: How many times in your life have you been placed somewhere important? As a financial advisor, you don't have to equate what you do with fighting fires, preventing genocide, or stemming an epidemic to know that at times of crisis, you must answer the call. The world shakes in fear. And you are the point of the spear.
Horsesmouth Essential: What’s Working Now: This advisor segmented clients based on much more than assets, creating a service matrix that promotes better communication as well as efficiency.
Often there is a disconnect between the technology you would like to use and the technology your firm wants you to use. Sometimes you are catching up, sometimes you are waiting for the firm to get with it. Managing integration of new technology is a vital skill for the modern-day advisor.
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