Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
High Praise for Low-Tech Mobile Assistant at 2012 TechLeaders Conference
By John SullivanSometimes the simplest solutions are the best solutions, says Corey Westphal, president of Madison, Wis.-based Mobile Assistant. This means something that doesnt have a six-month implementation process.
March 01, 2012
The Breakfast ClubThe orgy of pessimism from keynote speakers at TD Ameritrades recent conference in Orlando had organizers double-stocking the hotel minibars.
March 01, 2012
OppenheimerFunds’ George Evans on Slow Growth and Double-Blended ScotchGeorge Evans is an expert at finding growth in a slow growth world, and his skills are certainly being put to the test.
March 01, 2012
Nasdaq Finds Its MojoGuess whos back on top? The Nasdaq Composite that wretched group of tech stocks some investors have grown to hate.
February 29, 2012
In an Era of Technology, Relationships Still RuleTechnology has its place, but nothing beats the person-to-person referral sale.
February 29, 2012
Selling as a SNAPThe fact that buyers are already "super-busy and frazzled," as "SNAP Selling" author Jill Konrath explains, has negatively impacted the profession of selling.…
February 28, 2012
In an Era of Technology, Relationships Still RuleTechnology has its place, but nothing beats the person-to-person referral sale.
February 27, 2012
Advisor Group Picks Junxure to Provide CRM Integration for BDDeal will allow sharing of client data between Vision2020 platform at three BDs in Advisor Group and Junxure CRM application.