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More and more independent financial advisors have started using account aggregation tools. Account aggregation software automatically gathers information from your clients’ accounts at different financial institutions and presents it along with custodied assets on a consolidated platform for easy client review and analysis.

The most comprehensive account aggregation tools collect a wide range of different types of client financial data and update the information as often as daily. This includes the balances in held-away investment accounts such as 401ks, balances in bank savings and checking accounts, balances for liabilities such as credit cards and home equity loans.

The movement to account aggregation can be traced to the startup of Mint.com in 2006. This web-based personal financial management service, which was acquired by Intuit in 2009, allows users to track their bank, investment, credit card and loan balances and transactions via a single user interface....

The Financial Advisor’s Guide to Successful Podcasting

Successful independent financial advisors are always looking for new ways to grow their businesses. Some advisors are looking beyond traditional marketing vehicles like print and broadcast media to new marketing channels, including podcasting.

When done well, podcasts can be an effective...

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How financial advisors can improve the quantity and quality of their website traffic

As an independent financial advisor, you know that competition is stiff. There is no shortage of options out there for anyone looking for financial advice. And with the personal financial advisor group expected to grow at an above-average pace of 30% between 2014 and 2024, the race to win and...

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How to protect client information from identity theft

The massive Equifax data breach that occurred earlier this fall has shined a renewed spotlight on the issue of identity theft. Personal information on more than 143 million Americans stored by Equifax was compromised in the hack, making this the largest data security breach in modern history....

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How you can use social media to build your business

If you’re like many independent financial advisors, you’ve been hearing for awhile now that you need to start using social media to promote your business. But you’re not totally convinced yet that tweeting, liking, posting or connecting via social media is going to do anything...

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