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Time-strapped financial advisors need shortcuts to efficiently prospect, service existing clients and manage daily administative tasks.
In this Barron's article, Steve Scruton, President of Broadridge Advisor Solutions, reveals three technology "hacks" that can be used by advisors to boost productivity. Find out how to reclaim hours from your work week by leveraging localized digital banner ads, a client planner powered by artificial intelligence, and one-stop, omni-channel publishing.
To work smarter - not harder - read the full article.