Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Feeling stuck? Here's a strategy to find new sales ideas
By Jill KonrathIt might sound like advice from a zombie movie, but it works: To get unstuck just borrow someone else's brain (but don't eat it).
February 17, 2016
3 reasons that new piece of technology won’t make a differenceNo matter your agency strategy, you need tools, you need people that use them effectively and consistently. Here's 3 reasons why your tools aren't working.
February 17, 2016
3 reasons that new piece of technology won’t make a differenceNo matter your agency strategy, you need tools, you need people that use them effectively and consistently. Here's 3 reasons why your tools aren't working.
February 16, 2016
Why many insurers are investing in CRM systemsIt may come as a surprise to many insurers that CRM is experiencing a resurgence.
February 05, 2016
The rich are already using robo-advisors, and that scares banksIf banks are watching wealthy clients flirt with robo-advisors, and racing to release their own versions, what is the insurance industry doing?
February 05, 2016
The Rich Are Already Using Robo-Advisors, and That Scares BanksSome 15% of Schwab's robo-clients have at least $1 million; Morgan Stanley, Wells Fargo, BofA planning automated services.
February 05, 2016
The Rich Are Already Using Robo-Advisors, and That Scares BanksLenders are racing to release their own automated investing technologies this year.
February 01, 2016
What You Need to Know About E-SignaturesIn many respects, the successful adoption of electronic signatures (e-signatures) by advisors has more hurdles than any other technology now commonly used.