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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.

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Neeta Kapoor: “Anyone who is accustomed to working strictly within the framework of the law will always lag behind”

Trade Brains

But he always had the necessary client toolkit: a “legend” (a convincing story), a demo account, and a beautiful logo. A payment for a workout or a consultation does not attract unnecessary attention. He could convince anyone to invest with just two messages in a messenger app.

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Trending This Tuesday, November 22, 2022

FMG

Free consultations. Book a Demo to Find Out More. So, how can you boost your lead generation strategy and get more qualified leads? Justine Young breaks down what lead generation is plus 11 of the best tools out there to boost your strategy. Ebooks/Whitepapers. Checklists. Case studies. Online classes. Newsletters.

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4 Tips for Building an Advisor Tech Stack as a Solopreneur

eMoney Advisor

If you’re interested in a particular tech provider, check to see whether they have service consultants who can help you build a lineup of tools around a specific piece of technology. In a best-case scenario, you will also get a demo of what the clients will see and have access to on the platform.

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Trending This Tuesday, September 13, 2022

FMG

Tune into this episode to hear Matt Halloran speak with Elyse Stoner , founder and chief strategist of Fresh Perspective Consulting and co-founder of Custom Strategic Marketing for Wealth Advisors. Book a Demo to Find Out More. But, before you organize an event, ask yourself how it fits into your overall marketing strategy.

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18 Of The Best Online Part-Time Jobs From Home

Clever Girl Finance

Travel consultant 13. Travel consultant Do you enjoy planning out great trips? How about being a travel consultant? Qualifications for travel consultants Strong communication skills help. The typical pay for travel consultants is $17.70 Accountant 5. Online therapist 6. Paralegal 7. Administrative associate 8.

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The 5 Advisor Archetypes: Which One Are You?

Diamond Consultants

They aren’t naturally inclined to work with a recruiter or consultant, and even the exercise of talking to managers likely makes them uncomfortable. For example, nobody loves technology demos, but they are important, nonetheless. The risk here is obvious: their thinking becomes insular, and they don’t know what they don’t know.