Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
3 Ways to Become a ‘Techno-Advisor’
By Emily ZulzClients are embracing tools like video conferencing, online scheduling and digital estate planning and so should advisors.
July 14, 2015
How a personalized marketing strategy can help you stand outBefore you sell products or tools, you have to sell yourself.
July 09, 2015
SS&C’s Advent Software Buy Is a Done Deal"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
July 09, 2015
Content: Your secret marketing weaponContent marketing can take you to the next level. Here are 6 tips for building your content marketing plan.
July 08, 2015
Can technology solve the mystery of 401(k) fees?FeeX calculates the fees in your old 401(k)s and recommends whether a rollover (and which kind) makes sense.
July 07, 2015
Are your prospects wearing ‘blinders’?Technology has changed the way we shop. Take a lesson from the gum makers so your bubble doesnt burst.
July 06, 2015
Post-Merger Tech Integration Doesn’t Have to Be PainfulTechnology should not make or break a potential merger, but integration, compliance and liability issues should certainly be part of the discussions.
July 05, 2015
Website care and feedingYour website is a living thing neglect it and it will wither. So keep it healthy with regular care and attention.