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  1. George Hartman
    In part two of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients.
  2. George Hartman
    In part one of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success.
  3. George Hartman
    A massive wave of technological change is redefining the way financial advisors do business
  4. Leah Golob
    Avoid these common self-destructive thought patterns
  5. Leah Golob
    Resolving disputes positively can improve self-respect among staff
  6. Leah Golob
    Set boundaries and ensure business-related information is secure
  7. Leah Golob
    It’s tempting to check in with the office, but hitting the hit the pause button pays dividends in the long run
  8. Fiona Collie
    Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
  9. Leah Golob
    Working with a senior advisor can help rookies overcome the challenges of launching a new business
  10. Leah Golob
    Make sure your candidate has a knack for communicating with clients