Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
About the Planner: Dennis K. O'Brien
By Bob KeaneDennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...
October 19, 2008
Who Would Make The Best Technology President?I recently heard a man remark on a New York radio station that when it comes to this year's presidential candidates, "There's not a dime ...
October 19, 2008
Who Would Make The Best Technology President?I recently heard a man remark on a New York radio station that when it comes to this year's presidential candidates, "There's not a dime ...
September 24, 2008
NU Sister Pub Helps Conduct Ranking SurveyTech Decisions, a National Underwriter Company publication, and Financial Insights, an independent research and consulting firm, are asking U.S. and Canadian insurers to participate in ...
September 24, 2008
Pru: Absence Management May GrowEmployers want to do more about workers who miss work.Researchers at Prudential Financial Inc., Newark, N.J., have released statistics concerning that topic in a summary ...
August 14, 2008
Humana To License Evolution TechnologyA managed care company is updating its health account debit card program.Humana Inc., Louisville, Ky., has agreed to license technology from Evolution Benefits Inc., Avon, ...
August 10, 2008
Marketing mishapsUnderestimating the senior audience. Seniors are one of the most active and powerful segments of Internet users. The myth that seniors are not Web-savvy or even active online is widespread, and is a major misconception that often results in in
August 01, 2008
The best by association"The character of a person is in direct proportion to his commitment to excellence." -- Vince Lombardi Our senior clients deserve the best. As trusted financial advisors, we strive to give them the best counsel and solutions for