2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors
A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.
Social Media—The Do’s and Don’ts
It might be difficult to see the value in a medium used incessantly by 13-year-old girls—but if that’s the way you think of social media, you may be critically misjudging its importance.
Time for a Transition (X): How to Build Client Loyalty, Part II
Part II on easy (and inexpensive) ways advisors can sharpen their client communications and marketing programs.