Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
3 major trends in insurance technology
By Dan CookDigital technology is driving fundamental and rapid shifts in consumer behavior and changing demographics.
October 24, 2014
The 10 wealthiest people in AmericaCan you guess who the 10 wealthiest people in the U.S. are? They have so much money, some of them are giving it away (for great reasons).
October 24, 2014
A 5-Step Process to Utilize Your Existing Technology: Adoption & SummaryBuy-in and adoption of both new and existing technologies starts from the top and radiates from there.
October 20, 2014
SaaS adoption lagging among North American insurersFour in 10 North American insurers plan to make improvements to their core IT systems.
October 14, 2014
Bringing the next wave of IFPs to the disciplineHere's your 11-point checklist for attracting to new independent financial professionals to the field.
September 29, 2014
What the USS Ronald Reagan Taught Me About BusinessThis summer, I spent three days aboard the USS Ronald Reagan, which is a Nimitz-class nuclear-powered supercarrier.
September 29, 2014
How Far Will the Shale Boom Go?Assessing the longer-term prospects of an energy revolution.
September 23, 2014
A 5-Step Process to Utilize Your Existing Technology: Level 5—Cross Application AutomationIn your practice, how to reap the benefits of cross application workflow automation.