Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What Will Advisor Technology Look Like?
By David J. DruckerCommon wisdom says you don't make projections beyond five years. With the rapid change we've all become accustomed to, some would even say five years...
May 01, 2008
Building Healthy Online RelationshipsMany years ago, Worth magazine sent me to the Professional Publishing course at Stanford University. It offered seminars by many leading luminaries in the magazine...
May 01, 2008
The State of Advisor TechnologyJust as the baby boomers represented a bulge in the 20th century's birthrate trend, the early '80s saw a bulge in the number of career...
April 24, 2008
Insurer Chooses Technology Support FirmULLICO Inc. is using Velocity Technology Solutions Inc. to help it set up and run financial management software.ULLICO, New York, the parent of Union Labor ...
April 20, 2008
Are U.S. Tech Pros Second-Rate?As many of you know, I have taken no little space in these columns talking about the need to educate and train American computer and ...
April 17, 2008
Sweeping changes to come for ?NAIFA in the 21st Century'The National Association of Insurance and Financial Advisors, based in Falls Church, Va., is implementing dramatic changes to meet the needs of its members. Called "NAIFA in the 21st Century," the plan addresses the need for NAIFA to create
April 16, 2008
Sweeping changes to come for ?NAIFA in the 21st Century'The National Association of Insurance and Financial Advisors, based in Falls Church, Va., is implementing dramatic changes to meet the needs of its members. Called "NAIFA in the 21st Century," the plan addresses the need for NAIFA to create
April 10, 2008
Business growth strategiesMeasure and analyze your current status. Get efficient through technology. Enhance your customer's experience. Cozy up with vendors. Maximize your niche, expand to a new one. Develop new channels. Acquire growth capital. Create a cult