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Three Facebook Retargeting Strategies for Financial Advisors

Added on February 2019 in Manage Your Practice
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Summary: Finding prospects on social media can feel like searching for a needle in a haystack. After all, there are 2.27 billion monthly active Facebook users. So, how do you start narrowing your audience to people who actually may have an interest in your services?

Ensemble or Solo Practice? How it Impacts Technology Solutions

Added on February 2019 in Manage Your Practice
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Summary: Much thought and effort goes into the overall operational structure of a good advisory firm. Common terms used in our profession include, do you operate as a solo advisor practice (silo type operating structure) or an ensemble advisor practice (team-based operating structure). When you think about these terms, how does it influence the approach to managing your technology solutions? The answer for a number of firms really depends on the specific technology solution involved, regardless of the operational structure of the firm.

How to choose good tech, rather than costly and complex tech

Added on February 2019 in Manage Your Practice
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Summary: Your success as an independent adviser depends on a unique blend of financial expertise, relationship management and business acumen. Good technology can enhance each of those skills, but as we all know, the best offerings can be expensive.

4 Ways to Make Culture Count for Independent Advisors

Added on February 2019 in Manage Your Practice
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Summary: Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs.

10 trends in cybersecurity you need to know

Added on February 2019 in Manage Your Practice
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Summary: [Gallery] Cybersecurity is a never-ending game of cat and mouse. As attackers grow more sophisticated, so do the tools and resources that keep companies like financial institutions safe. As 2019 shapes up to be a landmark year for cybersecurity, chief information security officers, or CISOs, are working tirelessly to improve defense strategies.

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