Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Employers to boost hiring in 2010
By John SullivanJob seekers may get some reprieve in the new year, according to a study released by a job search company Tuesday. CNN/Money reports 20% of employers...
December 15, 2009
Jeff Frazee to join Aviva USA as Chief Information OfficerAviva USA, Des Moines, Iowa, has announced that Jeff Frazee has joined the company as senior vice president and chief information officer (CIO) of the life and annuity business.
December 15, 2009
Can technology really make a difference for the producer?I graduated from Wheaton College as an education major, and prepared for a lengthy career as a math teacher. After teaching for two years, I decided it was not for me and embarked on a career in financial services. I
December 10, 2009
Boomers instill their own values in technologyTypical of boomers, they insist on applying their own values to technology, a recent report by AARP and Microsoft found. "Boomer ideals were forged in an...
November 18, 2009
Become a tech-savvy advisorThe senior market is rapidly becoming more familiar with the particulars of technology and a few questions must be addressed when building an online campaign.
November 17, 2009
Become a tech-savvy advisorThe senior market is rapidly becoming more familiar with the particulars of technology and a few questions must be addressed when building an online campaign.
November 01, 2009
The Sales JobWhile cruising the trade publications, I can't help but notice all the ads from broker-dealers. Each one attempts to put its own slant on what...
October 01, 2009
5 Customer Loyalty Myths -- and the Reasons You Shouldn't Believe ThemThere are more than 280 million pages on the Internet dedicated to the topic of improving customer loyalty. Trust me -- I've read a healthy portion of them. And after 20 years in the business of helping companies win and retain customers,