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As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
Ranking on the first page of Google searches for financial advisors in a given town, city or region can bolster website traffic, overall brand visibility and credibility.
Snappy Kraken's Robert Sofia uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete.
Long associated with stress testing, HiddenLevers built and launched cash flow– and goals-based financial planning just months after taking on the project.
