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Armed to the Teeth

The Reformed Broker

” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a rival advisor. “Armed to the teeth.”

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Indigo Marketing Agency Introduces an Exclusive “Indigo Advisor Club” for Financial Advisors to Grow Leads and Referrals

Indigo Marketing Agency

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement. Webinar registration found here. Delve deeper at indigomarketingagency.com.

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4 Steps to Build a Financial Advisor Marketing Plan

FMG

Financial advisors have to face plenty of challenges in their pursuit of success. Being a financial advisor is a tough gig despite both triumphs and failures. What separates good financial advisors from great ones is their ability to build and enact marketing plans. Book a Demo to Find Out More.

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XYPN LIVE - The Home of AdviceTech Innovation

XY Planning Network

Today we’re excited to recognize the impact XYPN LIVE’s AdviceTech (né FinTech) Competition has had in shaping the face of financial planning.

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Animal Spirits: Is the Housing Correction Over?

A Wealth of Common Sense

Today’s Animal Spirits is brought to you by Future Proof: See here for more information on the Future Proof Fintech Demo. On today’s show, we discuss: Are Social Media Influencers Out Influencing Financial Advisors?

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The Latest In Financial #AdvisorTech (September 2022)

Nerd's Eye View

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Introducing the 2024 AdviceTech Competition Finalists

XY Planning Network

However, when the result of financial planning isn’t advice but a product, it’s easy to see why investing in an advisor's value takes second place. Our bread and butter is recognizing the incredible value that financial advisors bring to the table.