0 visitor like this article | Viewed 2677 times | 0 comment
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).
0 visitor like this article | Viewed 1 time | 0 comment
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!
0 visitor like this article | Viewed 2794 times | 0 comment
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?
0 visitor like this article | Viewed 8778 times | 0 comment
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?”
0 visitor like this article | Viewed 2688 times | 0 comment
Summary: One of the great things about modern smartphones is that advisers can use their own devices both at work and in their personal lives. Last week, InvestmentNews ran through some of the most popular apps advisers use to get work done, but what about the apps they use for fun? Here are eight that advisers’ fingers are tapping when they’re not working for their clients.
