Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Innovators in Control
By Alexei BayerDuring a recent business trip to California, I took a detour to San Diego to visit a childhood friend, a Ph.D. microbiologist who relocated there...
June 01, 2008
What Is the Shape of Things to Come?Who: Alvin Toffler Where: Bel Air Hotel, Los Angeles, CA, April 9, 2008 On the Menu: Accelerating time, changing spatial relationships and shared knowledge. --- In 1970, around the time when...
June 01, 2008
What Will Advisor Technology Look Like?Common 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 28, 2008
Boomers at 7074%: Percentage of boomers who won't consider themselves old at 70. 76%: Percentage of boomers who expect to use technology to stay connected with...
May 28, 2008
Use technology to support serviceTo distance yourself from your competitors you need to develop technological strategies that allow you to provide the same quality of service to each of...
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 ...