Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Survey: Mobile technology use among 50 and older
By Ginny KiplingAn AARP survey found cell phones are the preferred handheld mobile technology among people 50 and older.
January 04, 2011
Morgan Stanley Taps Rosenthal as COOJim Rosenthal has been in charge of merging Morgan Stanley and Smith Barney's technology as part of the joint venture
January 01, 2011
Better Advising Through TechnologyWhen I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
January 01, 2011
Is Your Technology Plan Ready For 2011?The start of a new year usually brings a new set of plans, ideas, goals and objectives to achieve in both your business and personal life.
December 30, 2010
Top Wealth Managers Are Poised to Jumpstart Growth in 2011Ready to capture the opportunities in 2011, Top Wealth Managers are putting strategic plans into action.
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.