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Advisers and clients agree: Life's better in the wealth management ecosystem
From InvestmentNews
Added on May 2018 in Manage Your Practice
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Summary: Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."
Technology Firms Will Be Regulated Like Banks in Future
From IRIS
Added on May 2018 in Manage Your Practice
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Summary: I just listened to a presentation by Nick Thompson, editor-in-chief at Wired, about all things in the future of tech. A lot of it was focused upon Artificial Intelligence and Machine Learning towards the end, but the first half was interesting as it focused upon why there is a backlash against Silicon Valley right now.
3 Ways to Elevate Your Firm's Social Media Game
From ThinkAdvisor
Added on May 2018 in Manage Your Practice
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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.
Video marketing: The 21st century version of judging a book by its cover
From InvestmentNews
Added on May 2018 in Manage Your Practice
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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.
Is Your Website from 1998 or 2018?
From WealthManagement.com
Added on May 2018 in Manage Your Practice
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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 Or outdated and not really trying?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.
