Marketing & Technology

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  How a Lesson in Trust Can Boost Client Service

  By Bill Good  |  June 1, 2013

  "People are loyal to people," a marketing instructor for financial advisors learns in a very moving way.

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  Word to the Wise Advisor: Play More Golf

  By Gil Weinreich, AdvisorOne  |  May 31, 2013

  Nine holes on the golf course could go farther to solving your client’s financial problems than a workaholic frenzy of data crunching, according to an advisor who spoke with AdvisorOne after a morning round on the putting green.

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  Video Games May Hold Key to Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 31, 2013

  The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.

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  15 Best Finance Tweets of the Month: May

  By Katie Rass  |  May 31, 2013

  PIMCO’s Bill Gross, Zero Hedge and others weigh in on Fed Chairman Ben Bernanke’s congressional testimony; Ron Rhoades tells us what he really thinks about FINRA; and more in your May dispatch from the Twittersphere.

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  Added-Value Programs Leave Advisors Wanting

  By Gil Weinreich, AdvisorOne  |  May 30, 2013

  Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.

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  Secret to Life Revealed—by Orchestra Conductor at FPA NorCal

  By John Sullivan, AdvisorOne  |  May 30, 2013

  Benjamin Zander, conductor of the Boston Philharmonic, delivered a humorous, inspiring and at times madcap presentation titled “The Art of Possibility” at the FPA 2013 NorCal Conference.

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  Bill Winterberg: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 30, 2013

  Bill Winterberg, a certified financial planner with a bullish view on the future of technology in the advisor space, describes himself as squarely positioned in the Gen X/Gen Y demographic.

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  Tip of the Iceberg: Email Problem Is Bigger Than LPL

  By Bob Clark, AdvisorOne  |  May 29, 2013

  FINRA should lighten up on the accusations and fines, and work with firms to find better solutions to what seems to be a huge—and snowballing—problem.

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  Sometimes It Pays to Beware of Newcomers

  By Mike Patton  |  May 29, 2013

  Be careful when signing long-term contracts—those lower annual payments could cost you in the end.

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  You May Not Know Where Gold Is Going, but You Can Aggregate Its Value for Clients

  By James Carney, ByAllAccounts  |  May 29, 2013

  Despite gold’s precipitous price decline lately, data aggregation tools can give you its value in your clients’ portfolios.