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  • Social Media Making Quick Responses To Client Queries More Urgent

    Social media is making quick responses to client queries more urgent as people on Facebook, Twitter and other such sites are fast to let their followers know customer service has been too slow, a panel said.

  • Successful Advisor Talents Identified

    Highly successful financial advisors say they are better at understanding clients’ needs and spend more time on client management, communication and service than other advisors, says a new report.

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Inside the current issue

  • Redesigning Success

    by Eric Rasmussen

    The advisors at JMG Financial Group decided they had to tear up their organization and start over if they were going to have a future.

  • The Mysterious Magic Of Mergers

    by Philip Palaveev

    Hundreds are going on in the advisory business, but doing them successfully is a challenge.

  • Feathering An Advisory Nest

    by Mary Rowland

    Laura Schilling has opened a firm staffed with stay-at-home moms.

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