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5 Rules for a Smarter Website
By Dave Grant




Your website should tell prospective customers a number of things: firm services and philosophy, investment management methodology, and blog posts about different financial planning topics. But it also shows whether your firm is on the cutting edge and how it values technology. Some of those issues are important to potential employees as well -- so if your company has an out-of-date and poorly maintained website, you risk losing not only clients but also talent.

This is excerpted from a longer story in the November issue of Financial Planning. To see the full story, click here


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