We’re joined by Bill Winterberg (@billwinterberg on Twitter) of the FPPad, as well as resident practice management columnist at Morningstar Advisor magazine. An effective way to learn often involved hearing how someone else tackled the challenges of building a business, using modern marketing tools or even just found more productive ways to work. Bill [...]
The JOBS Act does more than seek to free up capital in an ongoing tight credit market for small business. It also means new marketing capabilities for hedge funds - and more to the point - opportunities for financial advisors and wealth managers to focus energy on helping clients navigate the new (and [...]
One of our favorite things to do is host discussions with folks in the thick of being digital in their business - from individual financial advisors to folks who serve the financial advisor community. Today we had a chance to catch up with the latter. Ahyoung An, Manager of Marketing and Community Development [...]
In a continuing theme of our coverage on social media, we don’t neglect to ensure you are aware of best practices in security and privacy. Twitter updated its security settings for 2-factor authentication on August 6, 2013 that makes it even better. 1. You can use cell phone (for SMS) or a code [...]
Graph search is a brand new expansion of Facebook’s search capabilities. We discussed this last week as it pertains to personal profiles on the platform, but we’ve also had inquiries as to how it will work for business and brands using Pages. The toolset for Pages is quite rudimentary as far as design. [...]
Blogging has become a must for many financial advisors. It’s an effective way to build business, connect with customers and prospects, and demonstrate thought leadership. No one knows this better than Susan Weiner of Investment Writing. Susan focuses on helping financial professionals increase the impact of their writing on clients and prospects. In [...]
