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e-advisor-technology
The Rise & Rise Of The e-Adviser
by Tony Vidler        There appears to be research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other advisers are.   An e-Adviser is not a robo-adviser either….thought I would just get that one […]
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This 1 Thing Could Lose You More Than 50% Of Your Clients
by Tony Vidler        For just about any practitioner to lose clients is bad, but losing 50% or more of their clients in a year would be a disaster.  It is enough to jeopardise a practice entirely of course, but even in a best case scenario it will hurt horribly, and for quite a long […]
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practice-technology
Using Practice Technology As A Competitive Advantage
by Tony Vidler        Everyone is looking for a competitive advantage, an edge over the firms offering similar services.  Often those competitors are offering essentially the same services, with the same processes, and the same infrastructure…but…how one implements and uses practice technology is an area that often has untapped potential to provide business advantages.   […]
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