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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

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Chapter 7

Managing Your Online Presence

Marie Swift

Principal, Impact Communications

Pete Alepra, a senior vice president with RBC Wealth Management in Cedar Rapids, Iowa, was sitting at his desk when the phone rang that day.

“Hi, Pete. I’m a part of the news team at KCRG-TV9 in Cedar Rapids. I found your name in a quick Google search for financial advisors in Cedar Rapids. I need your help. As you probably know, 20 shipping department coworkers at the Quaker Oats plant in Cedar Rapids will, on Wednesday, be claiming their shares of a $241 million Powerball jackpot—the largest lottery prize won in Iowa since the state lottery’s inception in 1985. We’re doing a story on how this will change their lives and are hoping to get some advice from you ...

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