Technology

Social Media full of potential clients

Social media is the steering wheel that allows financial advisors to drive traffic in the opposite direction to the National Do Not Call List.

By Vikram Barhat |November 4, 2011

3 min read

Industry

Raymond James’ advisors going Social

Raymond James is embracing the social media phenomenon.

By John Powell |November 3, 2011

1 min read

Industry

Advisor Audio: Video strategies that work

Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.

By Staff |October 20, 2011

1 min read

Industry

Wealth industry slow to embrace social media

The wealth management industry has been slower than most in picking up on the value of collaborative spaces and participatory tools.

By Staff |October 18, 2011

1 min read

Industry

Social media strengthens banking business

While community banks have come a long way technologically since George Bailey rubbed Mama Dollar and Papa Dollar together to make baby dollars, that same community spirit is at the heart of today’s community banks. Only now, in addition to the bank lobby, the community more often congregates online via social media to share everything from recipes to mortgage rates.

By Staff |October 4, 2011

1 min read

Planning and Advice

Ranking your Twitter followers

So, you or your business has hit a milestone of 1,000 Twitter followers. Hold off on releasing those party balloons and streamers, just yet.

By John Powell |October 4, 2011

3 min read

Planning and Advice

8 tips from a LinkedIn expert

Kristina Jaramillo shares 8 tips for sprucing up your profile

By Kristina Jaramillo (@getlinkedinhelp) |October 1, 2011

2 min read

Planning and Advice

7 social media tips for advisors

James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors

By James Pelmore (@jamespelmore) |October 1, 2011

1 min read

Planning and Advice

Juicing your email

If you currently work alone or have a small office, you have probably decided it’s not worth the cost and time of setting up and maintaining a separate mail server and just use the email service your internet provider or website host provides.

By Kevin Cork |September 26, 2011

5 min read

Planning and Advice

Kiss that fax machine goodbye

In this modern age of digital communication, VOIP, texting, smart phones and Skype, most of us in the financial industrial still have one big foot still planted blatantly in the 1960s. And no, it is not the shiny suits still worn by some insurance agents. It is the fax, first known as the facsimile transmission system (1900), telephotography (1907), the Belinograph (1925) and eventually the Magnafax Telecopier (1966)

By Kevin Cork |August 15, 2011

3 min read

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