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Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional judgment of a human advisor

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Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology

You’ve got to keep records to break records

Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors

  • By: Jim Ruta
  • December 12, 2017 January 18, 2018
  • 15:20

The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is a prescription for failure

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

How new technology will change referrals, prospecting and conversion

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

Advisors must embrace changing technology

George Hartman 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

Four common mistakes to avoid

Avoid these common self-destructive thought patterns

  • By: Leah Golob
  • September 27, 2017 January 12, 2018
  • 14:50
Four character traits of business icons

Jim Ruta explains the four essential character traits of people who excel in business

  • By: Jim Ruta
  • August 9, 2017 January 18, 2018
  • 19:45