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It is much less disruptive to take the time and train everyone on existing software tools than it is to convert to an entirely new system that requires you to transfer data along the way.
In an interview with WealthManagement.com, Dan Moisand stressed the need for updated guidelines and also said the Board hopes to provide more detail on the reasoning behind punishments.
We asked dozens of advisors to share the creative questions they have found to be most successful in turning inquiries into insights and conversations into relationships.
