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From financialplanning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients.
Investment advisors can also specialize in specific areas such as retirement planning, taxplanning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals.
While there are various types of finance professionals who offer financialadvice and services falling under the general financial advisor category, it should be noted that they differ significantly. Their main area of focus is wealth preservation.
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