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Face time just as important to younger clients

December 22, 2015

Contrary to popular belief, young clients want face time with their financial adviser —not just FaceTime Fifty-four percent of clients between the ages of 18 and 44 want to communicate with their advisers face to face. That's the same level...

Setting adviser social media resolutions for 2016

December 13, 2015

As the current year draws to a close, advisers are starting to think ahead to what they want to accomplish in 2016. For many people, this goal-planning starts and ends by outlining the typical list of personal and professional goals: Lose 10...

Advisers are texting, but are they compliant?

December 7, 2015

Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way...

Adviser's Consultant: Separate your robo and traditional planning offers to succeed in two markets

December 1, 2015

Art Haws always felt there was an underserved market for financial advice in Nashville. The Tennessee capital has been growing and creating new prosperity in recent years, but many individuals still did not have enough assets to make them profitable...

Dealing with difficult people online

November 15, 2015

Let's face it: social media has created a wealth of opportunities for all of us in financial services — along with a handful of potential pitfalls. With social media users hidden behind a computer screen, it seems people are far more empowered...

Advisers who up the ante with tech have bigger books of business

October 29, 2015

Advisers who take advantage of technology tools — anything from video conferencing software to all the features of a customer relationship management program — have bigger books of business and a more expansive reach to multigenerational...

Periscope the next frontier in social media for advisers?

October 28, 2015

As more advisers start diving head first into the waters of social media, there's a new opportunity not too far off — Periscope. With the real-time video platform, which allows viewers to tune in to live appearances and watch replays for 24...

Youtube is hot spot for educational videos

October 27, 2015

Turns out Youtube is more than just a website for music videos and cat clips — viewers appreciate educational and informational segments, as well. "Every day, people watch hundreds of millions of hours on Youtube," Sundar Pichai, chief executive...

Tips for how advisers can stay on top of social media

October 9, 2015

It's no secret that in less than a decade, social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers. The Putnam Social Advisor Study conducted this year solidified that fact,...

Five steps to becoming a thought leader on LinkedIn

October 1, 2015

Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him...

When it comes to Twitter, keep messages short and to the point

September 30, 2015

When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the...

10 #FinCon15 notables for advisers to follow on Twitter

September 23, 2015

This past weekend marked the 5th annual FinCon gathering, the leading conference for personal finance bloggers, with over 900 (!) attendees including a new adviser track dedicated to blogging and social media sponsored by the XY Planning Network...

More advisers are gaining new clients through social media

September 21, 2015

Advisers who use social media say that they see a good chance of attracting new clients via their presence on various digital platforms, studies have shown. About 43% of the 300 advisers who responded to American Century Investments' sixth annual...

How independent broker-dealers are utilizing technology today

September 16, 2015

The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit for complete profiles...

Why financial advisers shouldn't ignore millennials

September 11, 2015

Let's face it, the majority of people in the financial services industry are starting to get up there in age. This fact was painfully brought to my attention by one of my coaching clients who told me he was having a challenge getting in front...

Now is the time to evolve your firm's technology

September 8, 2015

As both a long-time practicing financial adviser and industry consultant, I need to view our industry through two lenses. That has forced me to stay up to date on the changing trends. Over the past decade and a half, I have been an early adopter...

Uber versus yellow cabs: A fight advisers should watch

August 17, 2015

Big cities around the globe are participating in a battle between the incumbent cab industry and upstart ride-sharing companies like Uber and Lyft. After rowdy protests, Paris and Madrid have successfully limited ride-sharing services for the...

Revamp and refresh your online presence

August 14, 2015

As vacations come to an end, and the kids head back to school, it seems like life is finally starting to get back to normal. Schedules are more routine, days are more efficient and we seem to have a smidgen more time on our hands. This presents...

Advisers should embrace the digital age and its impact on financial advice

August 10, 2015

HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots...

Twitter gets advisers in-the-know in real time

July 24, 2015

Twitter isn't just an innovative way to connect with prospects and clients — advisers can pick up a lot about a company, and investor sentiment related to its stock, on the social media channel. That's why the Nasdaq stock exchange has partnered...

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