Marketing & Technology

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  Dr. Kent Smetters: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 25, 2012

  A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.

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  It's Graduation Season. Are You Missing a Key Differentiator?

  By Liz Davidson, Financial Finesse  |  May 24, 2012

  The wise advisor will take advantage of this teachable season by reaching out to clients with tips on last-minute college funding.

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  Seminar Mistakes

  By Bill Good  |  May 24, 2012

  There are countless ways to mess up seminar marketing.

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  FPA Goes Mobile With New Retirement App

  By John Sullivan, Advisorone  |  May 23, 2012

  FPA’s PlannerSearch service will now be featured on the Retire Logix retirement planning application for mobile devices.

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  Kickstarter for Wall Street? Broker-Dealers Get Into the Crowdfunding Game

  By Joyce Hanson, AdvisorOne  |  May 23, 2012

  It’s official: the money people are rallying to the crowd-funding cause.

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  How Not to Lose a Client: 3 Basic, Effective Strategies

  By James Carney, ByAllAccounts  |  May 22, 2012

  A national survey of affluent and HNW investors provides insights into what clients consider important, why they'd fire an advisor and how an advisor builds and maintains loyalty.

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  Is Your Technology Up to Date or Out of Touch?

  By Dan Skiles  |  May 22, 2012

  From a technology perspective, it truly is a great time to be an advisor.

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  Raymond James Rolls Out New Advisor Software at Confab

  By Janet Levaux, AdvisorOne  |  May 21, 2012

  At the Raymond James conference, Scott Curtis took the helm as leader of RJ's independent-contractor channel while other executives unveiled the company's new desktop system.

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  Morningstar Announces New Variable Annuity Comparison Tool

  By John Sullivan, Advisorone  |  May 21, 2012

  Morningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.

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  Julie Littlechild: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 21, 2012

  At advisor conferences, where she is a popular speaker, and in conversations around the industry, Littlechild and her cogent research are mentioned constantly.