Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
OppenheimerFunds’ George Evans on Slow Growth and Double-Blended Scotch
By John SullivanGeorge Evans is an expert at finding growth in a slow growth world, and his skills are certainly being put to the test.
February 29, 2012
Selling as a SNAPThe fact that buyers are already "super-busy and frazzled," as "SNAP Selling" author Jill Konrath explains, has negatively impacted the profession of selling.…
February 28, 2012
In an Era of Technology, Relationships Still RuleTechnology has its place, but nothing beats the person-to-person referral sale.
February 27, 2012
Advisor Group Picks Junxure to Provide CRM Integration for BDDeal will allow sharing of client data between Vision2020 platform at three BDs in Advisor Group and Junxure CRM application.
February 27, 2012
Tidbits from the LIMRA Distribution ConferenceHere are some quick takeaways from various sessions during last weeks event, Distribution: At the Heart of the Game, in Ponte Vedra, Fla.
February 24, 2012
The Oil ProblemThe year 2012 became the second in a row to start with a run-up in oil prices.
February 24, 2012
Average isn’t Good Enough AnymoreTo see an average return on your business investment, you must be an above-average advisor.
February 17, 2012
Disability Insurance Observer: Fix What You InsureWhat if LIFE offered an assistive technology development seed money contest?