Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The Four Key Factors to Motivating Employees: P4
By Angie HerbersTo begin motivating, the first three weeks of training are crucial for new employees of advisory firms.
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.
November 19, 2010
Help for Clients Who Want to Age in Place on Taxes, Technology and MedicationIn our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. There's help to do just that from associations, tech companies and even the IRS
November 18, 2010
New technology will protect Midwest seniorsAFrame Digital, Inc., and Communications Mid-America have announced a partnership to offer AFrame's Personal Health Monitor, a personal health care monitoring tool which represents the next generation of health care technology.
November 18, 2010
New technology will protect Midwest seniorsAFrame Digital, Inc., and Communications Mid-America have announced a partnership to offer AFrame's Personal Health Monitor, a personal health care monitoring tool which represents the next generation of health care technology.
November 08, 2010
Human Capital Most Important in Treasury OperationsThe key factor in an efficient treasury operation, instead of technology or other elements, is the people, according to the third annual AFP Treasury Benchmarking Survey, released Sunday.