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The latest in financial #AdvisorTech — November 2023

The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."

Julie littlechildCraig iskowitzKitces research on advisor technologyEzra groupMorgan stanleyConsumer financial protection bureauKitces advisortech researchFinancial advisortech solutionsPractice intelRelationship quality indexFinancial advisortech solutions mapAdvisortech directoryCustomer satisfaction scoreNet promotor scoreNexa insightsAbsolute engagement

4 tactics for turning client referrals into introductions

4 tactics for turning client referrals into introductions
insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.

Ayo msekaJulie littlechildKathleen owingsWestbilt financial groupReferral coach internationalNet promoter scoreAbsolute engagementBill catesWestbilt financialSelf confidence index

4 tactics for turning client referrals into introductions

Ayo msekaJulie littlechildKathleen owingsReferral coach internationalWestbilt financial groupInvestments wealth instituteNet promoter scoreAbsolute engagementBill catesWestbilt financialSelf confidence indexWealth institute

How advisors can lock down clients who may be a flight risk: report

How advisors can lock down clients who may be a flight risk: report
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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How financial advisors should discuss college costs

More than a half dozen financial advisors say that parents should start conversations about higher education with their children in middle school.

United statesMac gardnerFahmin fardousJulie littlechildMichelle cortRupa pereiraRick harkinsKelly klingamanNational centerCollege savings plan networkNational association of state treasurersDepartment of educationMany americansLarry sprungNew york basedPlanning made personal