Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Bringing the next wave of IFPs to the discipline
By LIMRA, National Underwriter Life & Health, Mary ShaubHere's your 11-point checklist for attracting to new independent financial professionals to the field.
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.
September 09, 2014
Overcoming RIAs’ Top 4 Business Hurdles: 5 Ways to Increase ProfitsHeres one example: Stop thinking of the segregation of sales and service people, and stray from the one rainmaker approach to profitability.
September 09, 2014
Morgan Stanley Sees Bank Programs as Key to Growth: PoratThe firm's CFO says managed accounts and lending should help it boost results going forward.
September 09, 2014
Mariner Holdings Acquires Flyover CapitalMariner's newest acquisition, Flyover Capital, will provide access to investment opportunities in early-stage technology companies in the Midwest.
August 28, 2014
A 5-Step Process to Utilize Your Existing Technology: Level 4—Automating Your CRMAs part of our series on how to optimize your existing software, this post shows how you can give more time back to your team for high-value activities by automating within your CRM system.
August 25, 2014
Criminal Hacktivity: Why You Need Cyber-InsuranceIt's not a big slice of the market yet, but cyber-risk insurance is growing as more businesses realize that it's really not optional these days.
August 25, 2014
Advisors Can't Ignore Mobile TechMobile devices aren't just communication tools; theyre lifestyle tools.