Technology

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Practice suggestions you can conveniently find on the internet

We know how well speech recognition tools works. Talking into Siri may be fun — but dictating client notes and expecting them client ready? Not the norm. Until Talk It. A newly launched program, Talk It works on iPhones and designed fo...

Forget “next-gen.” The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought.

Some advisors got a head-start in figuring out this social media thing. Here’s how they did it.

You’ve found an ideal prospect on LinkedIn but have no mutual connections and no introductions to leverage.  Your prospect is outside of your network.  What do you do?   You could ask this person to connect. But how do you answer the “how ...