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Brad Hales

As a Business Development Manager at AdvisorEngine, Brad delivers technology solutions with a client-centric approach. His goal is to help financial advisors gain a competitive advantage to deepen client relationships and efficiently scale their practice. Brad has been a part of the financial services industry for over 13 years. He proudly served in the U.S. Marine Corps, where he flew Presidents Bill Clinton and George W. Bush as a Marine One crew chief.

Blog Feature

Advisor Marketing  |  Financial Advisors  |  Financial Planners  |  Marketing Strategies  |  Wealth Management

How financial advisors can connect on LinkedIn

When it comes to growing your advisory practice, you never know the source of your next meaningful connection. Networking and contacts that benefit your business can come from a variety of places. 

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Blog Feature

AdvisorEngine  |  Financial Advisors  |  Wealth Management

Embracing small client accounts: Using a digital wealth management platform to serve a new market segment

“What’s dangerous is not to evolve.” Jeff Bezos

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