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Tyler Rigsbee will spend two years in prison for faking a client’s identity to steal from their account and stealing from another to cover up the initial theft.
The company’s website, automation and text messaging platforms will now be connected in one unified system, with new pricing and a single compliance platform.
In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives.
Getting advisors on board with building a social media presence will help leverage authenticity, grow thought leadership, ensure compliance and get to know clients on a new level.
