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Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report:
• How can advisors keep the pipeline full—in disrupted times?
• How can advisors leverage tech to redefine their role?
• How do they create sustainable growth?
20 Questions Every Advisor Should Ask During Client Review Meetings
Client review meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.