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advsrtechtools's profile picture. The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.

Advisor Tech Tools

@advsrtechtools

The only website dedicated to advisor technology and practice management. See ratings, reviews, specs, and comparisons for all the top advisor software.

341Posts 1KFollowers 2KFollowing
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Advisor Tech Tools
 @advsrtechtools
May 7, 2014

Interested in automating and personalizing your email newsletters for each client? Check out @Rengaged

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Advisor Tech Tools
 @advsrtechtools
May 5, 2014

How one firm is using tech to drive success: ow.ly/wuSMF @trhunnicutt

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Rengaged
 @Rengaged
May 2, 2014

We've officially launched with over 100 professionals already automating and personalizing their #contentmarketing!

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Advisor Tech Tools
 @advsrtechtools
Apr 10, 2014

The Heartbleed software bug FAQ for advisors. @BillWinterberg ow.ly/vETRF

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MichaelKitces
@MichaelKitces
Apr 4, 2014

It's here! XY Planning Network is live! bit.ly/1oxxmF9 Cc @XYPlanning @R_Alan_Moore

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advsrtechtools's profile picture.
Advisor Tech Tools
 @advsrtechtools
Apr 1, 2014

Morningstar buys ByAllAccounts. on.mktw.net/1i14xYX @BillWinterberg - it's like they heard our convo the other week!

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Advisor Tech Tools
 @advsrtechtools
Mar 28, 2014

Younger, wealthy clients still prefer the human touch over digital technologies: ow.ly/v7jKZ #financialadvisors #advisors

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Rengaged
 @Rengaged
Mar 24, 2014

Trends in #financialadvisor marketing. ow.ly/uV8db @kristenluke Rengaged allows you to perform trend 3: Content personalization

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Bill Winterberg, CFP®️
 @BillWinterberg
Mar 24, 2014

Offline this weekend? Here are the technology stories you might have missed: youtu.be/LxvwnELUzvI

BillWinterberg's tweet image. Offline this weekend? Here are the technology stories you might have missed: youtu.be/LxvwnELUzvI
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Advisor Tech Tools
 @advsrtechtools
Mar 19, 2014

Article discussing how to build sustainable growth for #financialadvisor firms. ow.ly/uLnYO @Think_DanielleA

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Advisor Tech Tools
 @advsrtechtools
Mar 19, 2014

A very informative article about how technology can raise a firm's value. ow.ly/uLnK3 #financialadvisors @joycehanson

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Bill Winterberg, CFP®️
 @BillWinterberg
Mar 19, 2014

Slow news week in financial advisor technology land. I have one solid story scripted. What else should be a contender?

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MichaelKitces
@MichaelKitces
Mar 19, 2014

Very interesting. Succession planning payouts from the big 4 wirehouses for internal deals: bit.ly/1l1ASFr

MichaelKitces's tweet image. Very interesting. Succession planning payouts from the big 4 wirehouses for internal deals: bit.ly/1l1ASFr
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Ron A. Rhoades, JD, CFP®
 @280lmtd
Mar 19, 2014

Hundreds of stories of wirehouse brokers moving to RIA or hybrid independent platforms. Zero stories of the reverse. #BDdinosaurs

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Advisor Tech Tools
 @advsrtechtools
Mar 13, 2014

New service to launch this summer helping advisors build a modern online presence, beyond websites: buildingtrustonline.com

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Bill Winterberg, CFP®️
 @BillWinterberg
Mar 12, 2014

Just got a look at @CapitalEngines. Their beta phase is coming soon, so I hope to let you know when it opens up.

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