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TechnologyPublication Date: 12/1/17

Technology issues facing advisors are now more complicated than deciding which financial planning software package to buy or which CRM system will make a firm more efficient. We explore how advisors can get the help they need to make their practices more digital and more profitable, now and when it comes time to sell it.

  • Audience

  • Financial Services/Banking/Accounting
  • Event Distribution

  • IMCA Winter Institute
  • Magazine

  • Investment Advisor
  • Editorial Submissions Due

  • 10/5/17
  • Advertising Space Close

  • 10/23/17
  • Advertising Materials Due

  • 10/30/17
  • Print Delivered

  • 11/24/17

To learn more about booking advertising with ALM, contact Adam Dunn.

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