The new tool is a collaboration with Australian firm FinaMetrica
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Geodemographics, the new category of software tool that can identify the financial habits of residents within a given neighbourhood, can help you build your business. But it cannot replace traditional marketing strategies - yet
Build deeper bonds with clients by gathering and entering more information
New tool will help advisors better understand their clients' financial mindsets
Technology company is looking for advisors to test its new Fund Facts POS program launching in October
Life software start-up lures sales coach and author to join the firm
Partnership highlights corporate actions data and software
Use your database to sharpen your marketing
Keeping your information up to date and organized can improve your client experience