Niall Ferguson: Will Bitcoin Banish U.S. Dollar, or Will U.S. Dollar Banish Bitcoin?
Have Google, Apple, Yahoo, Facebook, Twitter and Bitcoin leveled the playing field between ordinary citizens and government, or have they been co-opted?
How to Find a New Differentiator for Your Practice
Ironically, shrinking your pie of potential clients may be just the way to grow your firm.
Are Financial Planners Failing to Set Themselves Apart?
While many advisors may not realize it yet, the mantra of providing personal, customized financial planning by an experienced CFP is no longer a differentiator...
Site Aims to Make Social Media Free and Painless for Advisors
Advisors in the business just 15 years ago will remember when the whole world suddenly was using email—except for advisors. Now Jennifer Openshaw wants to help the industry overcome its current diffidence about using social media.
Use Technology to Protect Clients' Personal Information
Clients may tell you how important it is for their personal information to be protected. What a lot of them don’t realize is that much of their information—some very personal and specific—is readily available on the Internet, usually free of charge.
Can Prospecting for Clients Be Outsourced? Part 2
Having your prospecting done by a third-party service doesn't eliminate the sales part of the process; for better or for worse, you still have to turn the prospects into clients.
Why Blogging Should Replace Marketing Newsletters for Financial Planners, Pt. 1
A blog gives your content the potential for a far broader reach.
In The Future, New Clients Will Seek—and Find—Best Firms: Part 1
Recent research on advisory firms has shown that a new category of marketing has quietly emerged as the one with the greatest growth: online search.
Study Finds Jump in Advisors’ Use of Social Media on the Go
The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.
3 Reasons Financial Planning Firms Should Blog: Pt. 2
If you're considering a blog for your firm, the first step is simply to understand why you would use the blog in the first place, as that can impact everything from the content you produce, to how often your produce it, to who you send it out to.