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Webinar - July 2018 - Nest Egg Guru promo image

(Webinar Replay: July 18, 2018) Nest Egg Guru & Advisor Websites: "Harnessing Your Website to Adapt to Evolving Client Preferences"

Advisor Websites and Nest Egg Guru are excited to bring to you an exciting webinar: "Harnessing Your Website to Adapt to Evolving Client Preferences". In this webinar, special guest, J.R. Robinson of Nest Egg Guru, discusses how financial advisors can generate more leads by ...

Topics: financial software, lead generation, leads, Leads/Prospects, qualified leads, software, software for advisors, technology tools for advisors, websites

Top 3 Referral Softwares for Financial Advisors

Technology is replacing how people and businesses interact every day. This can be seen in self-checkouts at grocery stores, online banking and robo advisors. The convenience and speed of these interactions are what is driving the automation movement. Business individuals have ...

Topics: financial advisors, fintech, Referrals, software