From InvestmentNews
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Summary: This is the time of year when we make promises to ourselves. Eat right. Exercise more. Get organized. Many of us fail to achieve our goals, but I am going to take a risk by publishing my technology resolutions for 2016 to hold myself accountable for truly accomplishing them.
From Financial Advisor Magazine
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Summary: The way people communicate and do business is changing, and many advisors have looked to social media as a great opportunity to meet people and share influence. They’ve also seen it as a swamp full of traps and possibly a compliance nightmare. Many still wonder how best to use it.
From IRIS
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Summary: People do business with people they know, like and trust. Take a step back and think about that for a second… your clients and prospects should KNOW you (we covered that in part one). Hopefully they LIKE you, but above all do they TRUST you? Trust doesn’t happen automatically and trust is fragile.
From Financial Planning
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Summary: Thousands of financial advisors have embraced LinkedIn as a huge networking opportunity, a chance to increase their visibility and rub virtual elbows with millions of professional peers and, hopefully, new clients.Yet, many of these aspiring empire builders seldom get past “hello,” because their LinkedIn profiles are dull, buttoned-down, and lack color and personality.
From Think Advisor
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Summary: As family structures in the U.S. have changed significantly over recent decades, so too have the financial concerns of new family configurations. Only 19.6% of U.S. households today represent married heterosexual couples with children, compared to 40.3% of such traditional families in 1970, according to a new report from Allianz.
