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Technology

    Business Development

    12 Easy-To-Use Tech Tools for Financial Professionals

    by Mark Stewart October 22, 2019
    written by Mark Stewart

    Updated on December 1, 2023, at 2:58 PM

    Independent financial professionals have complex jobs. In a single day, financial professionals could juggle between marketing, financial planning, website management, client meetings, and data gathering—to name a few.

    Luckily, technology and financial technology (fintech) have created solutions that make life easier, while satisfying the changing needs of your clientele.

    To take full advantage of the tech boom happening in the industry right now, here are 12 easy-to-use tech tools for financial professionals to use in their day-to-day operations.

    Continue Reading
    October 22, 2019
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  • Business Development

    Why Financial Professionals and Fintech Can Thrive Together [Infographic]

    by Mark Stewart October 15, 2019
    by Mark Stewart October 15, 2019

    Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective …

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  • Business Development

    What Disruption in Tech Means for Financial Professionals

    by Arron Price October 7, 2019
    by Arron Price October 7, 2019

    It’s safe to say that we live in a world dominated by technology. With advancements happening at an exponential rate across every industry, it comes at no surprise when I say that …

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