Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Never too old to get ‘techie’ with it
By Daniel WilliamsEven low-tech advisors can embrace technological advancements and integrate them in their practice.
February 06, 2013
Tech test: On the road with Google mapsIf you work from the road, chances are you rely on a mapping app. But does iPhone or Android give you more bang for your buck?
February 05, 2013
The Kickstarter economy: How technology turns us all into bankersCould online venture capital sites have the same effect on finance that digital music had on the recording industry?
February 05, 2013
The Kickstarter economy: How technology turns us all into bankersCould online venture capital sites have the same effect on finance that digital music had on the recording industry?
February 04, 2013
Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIsHaving near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.
February 01, 2013
Wanted: Reader tech tipsAre you making good use of new technology? We want to hear about it.
February 01, 2013
Wanted: Reader tech tipsAre you making good use of new technology? We want to hear about it.
January 31, 2013
Tech Integration Directly Related to Client Face Time: TDAI’s ValleleyHeres a statistic that should get every advisors attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%