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Advisors: How to Make Robo Technology Work for You
By Deborah Nason Peter Creedon of Crystal Brook Advisors agrees. His firm has been beta testing TradePMR’s new platform EarnWise. Creedon believes robos are simply tools to free up the advisor’s time for more sophisticated jobs. By delegating rote tasks to them, he can instead focus on: Goal setting Estate planning Retirement planning Debt…
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RIAs zero in on golden goose of client prospecting: Entrepreneurs
When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs. “Entrepreneurs may or may not be wealthier than other clients, but they are driven,” said Peter Creedon, chief executive at Crystal Brook Advisors. “I have…
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