0 visitor like this article | Viewed 2967 times | 0 comment
Summary:When financial services organizations first began adopting social media, compliance decisions trumped technology choices and business value. As social media has matured, so too has the conversation around compliance. While compliance is still top of mind, and critically important for finserv organizations, executive teams are beginning to recognize that social media delivers tremendous value and must be an integral part of their business strategy.
0 visitor like this article | Viewed 2714 times | 0 comment
Summary: We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book" (themselves) without a cover.
1 visitor like this article | Viewed 2678 times | 0 comment
Summary: When it comes to websites, first impressions matter. What’s the snap judgment someone makes when visiting your site? Are you seen as current and polished? Or outdated and not really trying? Our data shows that 95 percent of prospective clients will research you online at some point in their decision-making process. Your website (and LinkedIn profile) will be at the top of that Google search. Here are five current trends to ensure that the impression you make is positive and lasting.
0 visitor like this article | Viewed 2876 times | 0 comment
Summary: Advisory firm owners today are deluged by the rapidly increasing number of technology choices and their broad array of functionalities. To help my advisor clients focus, I suggest that they think about technology from the perspective of how it’s used by their firm.
0 visitor like this article | Viewed 2661 times | 0 comment
Summary:The way we consume these services has changed. The same thinking should apply to the technology you use to power your business. While all-in-one bundles once made sense both economically and based on the capabilities available, it’s simply no longer the case in a market now defined by customization and choice.