Are Advisors Losing Clients and Prospects Because They Won’t Implement Technology?

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By Kristen Schmidt via As a Manager of Strategy & Technology Implementations, it’s my passion to help advisory firms assess technology and integrations that boost efficiency & growth.  I am often asked to describe our “ideal client”.  I could rattle off ideal AUM, ideal staff skill set or any other impressive statistic that would be…Click to read more at

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