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    (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 ...

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    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 ...

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    Topics: financial advisors, fintech, Referrals, software