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    Automation: Why, How and When To Use It

    Introduction If you are interested in finding ways to save yourself time and effort, then this article will be sure to appeal to you! Today we'll be covering ways in which you can integrate automation into your work. If this guide doesn't fully satisfy you then check out this ...

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    Topics: automation

    Automation of Financial Planning?

    There has been quite a bit of discussion about the emergence of automated financial planning and wealth management platforms (aka robo-visors). These includes platforms like Betterment, Wealthfront among several others.

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    Topics: automation, financial advisors, financial planning, fintech, robo-advisor, Technology

    Digital Communication with a Seasoned Generation

    “I don’t think digital communication is a great fit for my clients…”

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    Topics: automation, communication, content, Facebook, LinkedIn, Twitter, Marketing, Social Media