Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Overcoming RIAs’ Top 4 Business Hurdles: Managing Technology
By Greg FriedmanBefore you buy any new technology "solution" for your firm, understand what you're trying to solve by following this four-step process.
November 25, 2013
Treasure TrōvScott Walchek, CEO and founder of San Ramon, Calif.-based Trv, has been around the technology block.
November 25, 2013
2013 Year-End Technology Action StepsThe start of 2014 is just weeks away. Ill spare you the comments regarding how fast the year has gone by (and it has), but there are some technology action steps that you should address before we ring in the new year.
November 22, 2013
NAILBA 32: Advisors and technologyHere's how technology can support advisors in their work.
November 20, 2013
How to Make Videos That Turn Prospects to ClientsAdvisors who dont make videos over the next few years are going to miss opportunities that other firms will grab, tech guru Bill Winterberg says.
November 19, 2013
CMS tech returns to lion’s denChao said he had nothing to do with the HealthCare.gov launch date.
November 12, 2013
United Planners on Its Tech: The Glue That Holds It All TogetherOur master philosophy is enter once, use many, Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
November 12, 2013
New Technologies Can Facilitate Foundation CollaborationThe Monitor Institute and the Foundation Center released a report on their research into how new technologies can facilitate collaborations and reduce inefficiencies.