The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.
New Raymond James Social Media Platform Lets Advisors Use LinkedIn, Facebook, Twitter
Raymond James is using a new social media platform from Actiance that will let it use social media sites including LinkedIn, Facebook and Twitter while complying with FINRA regs.
Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow
Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...
Mastering Social Media
In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.