Technology automates communication with clients, prospects
By Dan KleinLeveraging technology to automate certain processes can allow employees to better focus their efforts on client service.
October 06, 2016
How can the industry and technology work together?How can the industry start to view technology vendors as partners rather than a threat?
October 06, 2016
4 Ways to Improve Your Financial Planning Quarterback RatingBecome more familiar with your clients plans and serve as the quarterback to address issues before they lead to unintended consequences.
October 06, 2016
Exhibiting at a show or event: 7 rules to rememberThe goal of any show is the same as a networking event. You want to engage people one at a time in meaningful conversation.
October 06, 2016
Exhibiting at a show or event: 7 rules to rememberThe goal of any show is the same as a networking event. You want to engage people one at a time in meaningful conversation.
October 05, 2016
The DOL: In your face once more with an overtime pay ruleThe insurance and financial services industries may be headed for "a perfect storm."
October 05, 2016
The DOL: In your face once more with an overtime pay ruleThe insurance and financial services industries may be headed for "a perfect storm."
October 05, 2016
Annuities in 401(k) Plans Could Benefit From GAO ReportA Government Accountability Office recommendation may allay plan sponsors fears of liability if they offer annuities in 401(k)s.
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