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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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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 David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced content levelIntermediate to advanced
227 pages
7h 19m
English
Bloomberg Press
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

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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Publisher Resources

ISBN: 9781118480533Purchase book