Drop the Jargon: Clients Don’t Care
"When I hear the word 'underwriting,' I have a mental picture of people working in hell with typewriters," one consumer said in a LIMRA presentation.
Hearsay Social’s New Curated Content Tool Moves Beyond Finance
The tool lets advisors access preapproved content on everything from lifestyle news to sports in order to help build a brand that reflects their personality.
3 Things Top-Performing RIA Firms Do: Fidelity
A Fidelity study finds three marketing-related factors that top-performing RIA firms have in common.
Institutional Investors Get Social
Nearly half of institutional investors have taken action based on information from social media, a Greenwich Associates study found.
Efficient Technologies Inc. Takes Advisors to the Next Level
Richard Walker successfully solved a mundane yet major problem for advisors like himself: forms, forms and more forms.
Get a Bigger Assist From Your Sales Associates
In-depth knowledge of available sales support tools not only helps address investor needs but can create a more valuable and efficient business.
SIFMA, FSR Urge Passage of Cyber Sharing Bill
CISA would allow businesses and government "to quickly and effectively share critical information about cyber threats while ensuring privacy," the groups say.
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.
What Facebook’s Future Holds for Advisors
Facebook’s plans may directly affect advisors’ business and will surely shape their social media strategies. Then there are the compliance and robo-advisor implications.
Best Finance Tweets of the Month: March 2015
What Klingons and the Fed have in common, and what Hemingway would say about sovereign debt crises.