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Practifi eBooks

Grow your knowledge by reading some of our most helpful content.

Raising the Bar: Understanding the New CFP Standards and How Technology Can Help

Last year, the CFP Board of Standards released an update to its ethical standards and gave members until June 30, 2020, to align their practices with these new recommendations. Since this grace period has ended, financial planners now face repercussions if they fail to comply with these updates. In this eBook, we cover how these standards have changed, how they’ll be enforced and how technology can help in complying with these new guidelines.

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Elevating the Advice Experience: 
How workflow automation can boost your firm’s efficiency and keep your clients happy.

Advice firms are amongs the most process intensive in all of financial services. Day-to-day operations require manual work, efficiencies are compromised and growth is often limited as a result of outdated processes. Learn how automating these manual processes can transform your firm and your client experience.

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The 4 Pillars of a Compliant Advice Business

Meeting regulations and requirements frequently demands significant manual work across a number of roles within a financial advisory business. And it’s never been more important to maintain compliant records across your firm. However, this doesn’t need to be a time-consuming or daunting task. Check out this paper to learn how firms can take a more proactive approach.

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Built for Growth: A Guide to Growing Your Advice Firm

Growth means getting bigger, right?

Well, not always for financial advisory firms. This guide will help you understand what type of growth to aim for, a few tactics to get your business ready, and some practical steps to take to get there.

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