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5 Smartest Things Heard at Raymond James Symposium for Banks, Credit Unions
Amid growing commoditization of investment management services, bank advisors are searching for ways to stay relevant.

That was a common theme that popped up repeatedly at Raymond James' Financial Institutions Division Symposium in St. Petersburg, Fla., on Feb. 9 – 11.

Speakers urged advisors to connect with clients on a personal level to set themselves apart from automated or "robo" advisors. In addition, speakers addressed a variety of other topics, from the outlook for the economy to succession planning and recruiting. Here are some of the more notable things we heard.

To view a single-page version, click here. --Margarida Correia


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