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Joe Duran

Joe Duranhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=jduran&maxw=220&cci_ts=20181023213147

Recent Articles


Is artificial intelligence the next bitcoin?

Oct 12, 2018

While AI is far away, machine learning has arrived — but few advisory firms have the data needed to make use of it


The trillion dollar club: How to be a growth superstar

Sep 11, 2018

Here's what great growth firms know: There's no better time to change than when everything is going well


Time or money: Which is more important?

Aug 6, 2018

Time is the other major limited resource in life, yet few manage it with the same discipline with which we manage money


The problem with goals

Jul 2, 2018

Keep in mind that clients' goals will change and life is unpredictable


Always be closing? The end of selling

Jun 12, 2018

Financial advisers should be explaining how they can help clients, rather than pushing products on them


What one thing would you do to assure your firm is competitive for the next decade?

May 22, 2018

Wealth managers don't pay enough attention to the client experience they're providing


3 insights on the Financial Engines-Edelman combination and how it might affect you

May 3, 2018

The combined company is likely to become a nationally dominant firm

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