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Sunday, October 24, 2021

Financial Advisors Benefit from Working Remotely A New Experience for Advisors Virtual Client Interactions Prove Successful Clients Transitioning Advantages and Drawbacks of Virtual Communication Financial Advisors Benefit from Working Remotely   We are now into a second year of new remote work rules, precipitated by the pandemic. Large numbers of financial advisors

https://rixtrema.com/blog/use-portfolio-crashtesting-unorthodox-prospecting-techniques-towin-clients/ https://rixtrema.com/blog/read-aboutprospects-of-wealth-2-0-in-the-latest-infinancial-advisor-fintech-for-july-2018/ https://rixtrema.com/blog/1704-2/ Over the years we have developed an extensive database of 401K planmenus and the contact information for executives that work at theplan sponsor. By combining this information with our PortfolioCrash Testing (PCT) tool, you have a powerful prospecting platformthat gives you the ability to tailor