Results for "social media"

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Three LinkedIn best practices

February 5, 2014

Think you don't have enough time for social media? Or are just you not sure how to use it to achieve your business goals? LinkedIn doesn't have to be complicated; what it comes down to is understanding the three best practices that allow you...

Tool to evaluate rate of return vs. benchmark to be unveiled

February 4, 2014

A new software tool that helps advisers learn quickly whether a fund's rate of return meets a client's performance expectations relative to a benchmark will be launched next week at the T3 Technology Tools for Today adviser conference in Anaheim,...

Technology tips from the TD Ameritrade Institutional Conference

February 1, 2014

I just returned from the TD Ameritrade Institutional (TDAI) conference in Orlando, Fla. Outside it was cold and rainy, by the way. Inside, the overlying theme was technology. From announcing easy access dashboard functionality for advisers to...

Facebook, Google: Gamechangers?

January 30, 2014

Two technology giants making news...Facebook turns a tidy profit, so who's laughing now? Facebook's revenue exceeds estimates on mobile push And Google's big sale. Lenovo takes aim at Apple, Samsung The rout in emerging markets has grabbed a...

Krawcheck says advisory business still coming up short in reaching out to women

January 27, 2014

Sallie Krawcheck's bottom line is getting the advice industry to reach out to more women, both as advisers and clients. “Women don't say they need a woman adviser, but I don't think it will hurt if we got beyond 17% of the industry being women,”...

Timing your blog post to have maximum punch

January 26, 2014

Photographer Ansel Adams was once asked how he'd been able to take so many iconic shots in his career. He famously quipped, “Sometimes I arrive just when God's ready to have someone click the shutter.” Modesty aside, his point about timing...

Client prospecting tool using LinkedIn sparks debate

January 20, 2014

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, advisorConnect scours a financial adviser's...

Why social media won't work for you

January 16, 2014

I often talk to financial advisers who tell me they should be doing social-media marketing. My response is always, “Why?” If you have read any industry publication in the last five years, you can't help but be convinced that social media...

5 social media trends to look out for in 2014

January 12, 2014

Social media is an ever-changing landscape, with new platforms popping up all the time. Additionally, major social-media players continually change their platforms not only to monetize them but also to keep them interesting and useful to the...

How inStream's business model pivot will affect adviser tech spending

January 10, 2014

inStream abandons free plan, introduces subscription pricing from Financial planning software startup inStream Solutions drops its free pricing plan, switches to annual subscription model. Technology for Planners: Trends, Spending,...

5 steps to a stronger social-media presence

January 7, 2014

Now that 2014 has officially begun, it's time to make new resolutions and plan for what the New Year will bring. Thought leaders and businesses that use social media should consider January as a starting-off point and opportunity to enhance...

Is Pinterest useful for financial advisers?

December 23, 2013

For every financial planner that has finally started blogging, Pinterest' s new enhanced pin feature is something to get excited about. Before, Pinterest was believed to be the social network to use if you had photographs, recipes and retail...

The 5 biggest social media lessons from 2013 - Social media's big impact

December 23, 2013

2013 was an important year for social media, and via BloombergNews, here are five of the biggest lessons the financial community learned from social media in the past year. (Source: Bloomberg News)

LinkedIn disrupts adviser recruiting

December 19, 2013

Recruiters in the financial services industry are hurting, and they are blaming LinkedIn. Job openings for which companies had previously hired the services of third-party recruiters are now routinely posted on LinkedIn, and large companies...

Don't blanch: Social networks can be good for your company

December 19, 2013

Social media for marketing has become common practice in the financial industry. But did you know that the same technology that connects you with your clients, prospects and networking partners can also be used to benefit your firm internally?...

3 ways to bring people to your blog

December 13, 2013

Recently, I had the great pleasure of visiting the folks at Twitter NYC in their offices in Midtown Manhattan. I got a tour of the floor they occupy (there was a heavily ornithological aesthetic to the decor) and then sat down with 100 or so...

Relax, clients don't want to hear from you via Twitter

December 13, 2013

All the proclamations that financial advisers have to master social media so that they can communicate with clients and prospects appear to have been wrong, or at least premature. Investors — whether they have $100,000 to invest or more than...

Adapt or die: 5 ways advisers must embrace change

December 10, 2013

Do you remember Friday nights at the video store — the smell of popcorn, crowded aisles and long lines? In most places, those days are long gone. Founded in the 1980s when videocassette recorders were a fixture in U.S. homes, Blockbuster's...

3 technology tools for which I am most thankful

December 10, 2013

Thanksgiving has passed and I spent the day feeling grateful for my family, friends and good health. As I was in my turkey coma, I thought about what else I was thankful for. Surprisingly (or not), technology came to mind. Although I say that...

5 tech trends at independent broker-dealers - Tech trends at indie broker-dealers

December 6, 2013

The InvestmentNews Independent-Broker-Dealer Technology Survey was conducted in October. Over 60 IBDs with at least 20 reps and revenue of at least $40M participated in the survey. The following is a snapshot of technological spending and usage...

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