by Rasheed Hammouda | Jun 17, 2016 | Technology for Advisors
Technology is becoming increasingly important to advisors. A study conducted by Fidelity found that 77% of high-performing advisors believe technology is a key component of their firm’s success. For those already using technology and those looking to implement...
by Rasheed Hammouda | Jun 13, 2016 | Technology for Advisors
Why Blog? Between meeting with new clients and managing current client’s, a busy advisor’s day may leave little time for blogging. But blogging should be a key component of your firm’s overall marketing strategy. While 20 years ago blogs didn’t...
by Rasheed Hammouda | Jun 1, 2016 | Marketing for Advisors
Millennials now surpass Baby Boomers as the largest generation alive. This means it’s more important than ever before for advisors to develop strategies to connect with Gen Y. Any RIA which aims to be sustainable in the long-term needs a strategy to appeal to...
by Rasheed Hammouda | Jun 1, 2016 | Technology for Advisors
Millennials now surpass Baby Boomers as the largest generation alive. This means it’s more important than ever before for advisors to develop strategies to connect with Gen Y. Any RIA which aims to be sustainable in the long-term needs a strategy to appeal to...
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