Ask Angie

Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com.


  • How do we ensure that all our client relationships are profitable?

  • How do you see advisor roles and teams evolving in the future given the advances in technology?

  • What are the best ways to generate referrals from social media?

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The Pros and Cons of Being a Data-Driven Advisor

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Turn Off the Camera, Pick Up the Phone