Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Better Advising Through Technology
By Bob ClarkWhen I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
December 28, 2010
What’s Working (or Not)?Lately, I’ve been starting some branch office presentations by asking, “What’s not working for you?” Usually, the first item…
December 21, 2010
The Four Key Factors to Motivating Employees: P4To begin motivating, the first three weeks of training are crucial for new employees of advisory firms.
December 01, 2010
Going the distance to keep prospectsLife changes sometimes send your clients far out of your geographical reach, but it doesn't mean your business relationship has to end.
December 01, 2010
Year-End Tech Tips to RememberIf you are like me, you have a to-do list of items that need your attention.
December 01, 2010
Commonwealth Highlights Quality Service, Technology at Its ’10 National Confab(Phoenix) Some 750 financial advisors affiliated with Commonwealth Financial Network, along with 650 other guests and staff members, gathered in Phoenix at the JW Marriott...
November 30, 2010
Going the distance to keep prospectsLife changes sometimes send your clients far out of your geographical reach, but it doesn't mean your business relationship has to end.
November 24, 2010
Benefits Consortium ExpandsPresidio Benefits Group Inc. has joined the Benefit Advisors Network.