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  • A New Salesforce Integrator Targeting Advisors Springs Up From Nowhere

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  • Junxure, A CRM For RIAs, Announces Plan To Launch A Web-Based Version In 2012

  • Kudos To Schwab For Publishing A Workflow Library For RIAs, But Is Schwab Intelligent Integration’s Focus On CRM An Outdated Notion For RIAs?

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  • Redtail CRM: Latest Version Of Popular CRM For Advisors Fixes Many Useability Problems

  • RIA Case Study: Why PayingMore For A CRM Can Ultimately Cost Less

  • Salesforce Users: Advisor Software, Inc And Concenter Services Integrate CRM And Financial Planning For Financial Advisors

  • Schwab Advisor Services Integration With Salesforce Moves Into Production Next Month

  • Tamarac Announces Initial Integration Partners For Its Cloud-Based RIA Platform

  • TD Ameritrade Institutional Explores Offering Salesforce To Affiliated RIAs; Creates Alpha Version Of Integrated CRM App

  • The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey

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  • What Do You Want To Be In 2012? A Business Or A Practice? How To Create A Successful And Enduring Investment Advisory Business

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $120 annual membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
 

 

Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.

 

 

--  CFP®, CPA, CPA/PFS, CIMA®, CFA®  continuing education credit live or on-demand  

--  Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha

--  CE badges 

--  Classes added when S&P 500 corrects 10% and in times of crisis 

--  CE aligned with FINRA-reviewed content from Advisor Products

--  earn and maintain Certified Financial Counselor™ certificate

  

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