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Women, It's Time to Make it Rain

Added on March 2018 in Manage Your Practice
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Summary: If you’re an ambitious female advisor going hard after new business, you’ve likely heard comments like these:

It's So Much More Than Leads…

Added on March 2018 in Manage Your Practice
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Summary: Our biggest social media request right now is Facebook Lead Generation. Why? It’s pretty exciting that the right blend of targeting, message and imagery can lead to actual prospect meetings. This technique didn’t exist a decade ago and it wasn’t very common even a year ago. With all the excitement, it’s easy to get into the leads, leads, leads tunnel vision, but there are other Facebook strategies worth considering. Some might say these are even more powerful (and cheaper).  

The latest in financial adviser #FinTech

Added on March 2018 in Manage Your Practice
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Summary: Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!

Investment technology: Can Alexa handle multi-account portfolio management?

Added on March 2018 in Manage Your Practice
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Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?

How to Make Content Marketing Work for You

Added on March 2018 in Manage Your Practice
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Summary: MIAMI —“I feel that all of our websites, all of our LinkedIn profiles, all of our digital presence is vanilla,” John retorted as he shook his head to reinforce his disapproval, then asking “Are we just wasting our time with all of us looking the same and saying the same thing?”

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