Experts offer strategies for strengthening a practice

05/15/2013 |

Experts speaking at the National Association of Personal Financial Advisors spring conference shared their tips for improving a practice. They included investing in technology such as InStream, which alerts advisers to major events in clients' lives; networking with similar advisers to create support systems; hiring and retaining Generation Y employees to attract younger customers; and becoming more familiar with Medicare rules to better advise older customers.

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