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    4 Ways to Use Technology to Accelerate your Growth Curve

    In my last post we looked at using technology to create more time and free you up to work on high-value tasks that drive revenue growth. This week I’ll drill down and walk through four concrete examples of how technology can manufacture time and increase your return on effort.

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    Topics: business growth, financial advisor technology, financial advisors

    Top 6 Productivity Tools for Financial Advisors

    Last Thursday, April 17, we were lucky to have two financial experts lead our round table discussion on Integrating Technology into your advisor firm. Michael Kitces, of The Nerds Eye View, and Roger Whitney, of Plan Well & Invest Wisely, thrilled our audience on topics ranging ...

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    Topics: financial advisor technology, Technology, tech tools for advisors