Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors: Create an event evaluation form, part 1
By Kristen LukeTo evaluate the success of your marketing events, ask your attendees to fill out an evaluation form at the end of the event. This will help you make tweaks to improve future events as well as collect valuable contact information from attendees.
April 01, 2011
RIA Operations: Structure Capacity to Meet DemandIn February 2011, Borders Group, the second-largest bookstore chain in the United States, filed for bankruptcy.
April 01, 2011
Don’t Be a RobotImagine if financial advisor services were relegated entirely to technology, and the role of financial advice was replaced by keyboard strokes. Imagine…
March 22, 2011
Choosing Software That Works for Your Advisory Firm-Part 2: AssessTo implement new, usable, technology, assess how you do things today, so you can clearly articulate how you would like it to be done tomorrow.
March 15, 2011
Choosing Software That Works for Your Advisory Firm-Part 1The first in a series of postings presenting best practices for choosing, then implementing, new technology for your advisory firm.
March 15, 2011
Nuclear Plant Crisis Drives Price Spikes in High Tech, Energy IndustryAs if the earthquake and tsunami that hit Japan on Friday weren’t enough, its present nuclear problems and resultant lack of energy panicked financial markets and sent companies all over the world scrambling to find alternate sources of supply for everything from auto manufacturing to shipbuilding to high-tech components.
March 01, 2011
Learn From Your Power UsersAs you consider developing or refining your strategy for providing clients online access to their accounts, remember to include the comments of “power users” in the process.
March 01, 2011
Service: Evan LaHuta, Chris ChildIf one of the four defining characteristics of Pershing Advisor Solutions is service, what’s the PAS philosophy on customer service for advisors?