1 visitor like this article | Viewed 3009 times | 0 comment
Summary: Security threats to mobile devices, which are an integral part digital banking apps, are increasing daily, but many organizations remain oblivious to the risks.
0 visitor like this article | Viewed 3171 times | 0 comment
Summary: As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertising can provide a good return on investment to amplify their digital marketing results. Because, as I’ve learned myself through many years of testing and experimenting with social media, while it can be a powerful tool, it can also be easy to waste money if not done properly.
0 visitor like this article | Viewed 3115 times | 0 comment
Summry: The J.D. Power 2017 Advisor Satisfaction Study contains a counterintuitive finding: There's an inverse correlation between top advisers and their overall satisfaction:
0 visitor like this article | Viewed 2730 times | 0 comment
Summary: In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run a marketing campaign to them.
0 visitor like this article | Viewed 2780 times | 0 comment
Summary: In true entrepreneurial fashion, most financial advisers excel at the technical side of their business — financial planning, investment management and other areas — yet wallow in a bastion of mediocrity when it comes to running their businesses.
