Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
4 thoughts seniors have about technology
By Daniel WilliamsWe spoke with senior clients recently to get their thoughts about how technology has affected their relationship with their advisor.
January 21, 2013
How Do the New Wealthy Communicate? Digitally, Futurewealth Report SaysThe up-and-coming wealthy are adopting new technologies, and they expect their advisors to follow suit, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.
January 14, 2013
Why higher touch service creates “stickier” customer relationshipsThese three principles can help drive a more personal relationship with customers.
January 14, 2013
Canadians optimistic about workplace investmentAlmost half of the Canadian workforce expects employee training and development programs to be offered this year.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: TabletsMany advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
January 03, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.
January 02, 2013
3 ways technology will change the way we do business in 2013The way we use tablet and smartphone technology continues to evolve and that's a good thing.