Q&A: Morgan Stanley’s King of Tweets
Morgan Stanley wealth advisor Mark Scribner’s Twitter seems to have mastered a social media strategy with nearly 10,000 followers @scribnergroupMS. How does he do it? We dove in for details.
Baby Boomers Driving the Technology Wave
Forget “next-gen.” The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought.
Drive-Through Advice
The mass affluent aren’t worth a planner’s time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors.
Q&A: Money, To You, From Anywhere
Manu Sporny wants to democratize online money transfers. His firm, Blacksburg, Va.-based Digital Bazaar, developed a new open standard for the payments called PaySwarm, which could help consumers, companies and even financial institutions make payments or transfer funds to anyone, anytime, or even invest resources in any currency. With others crowding into this field, including Paydiant which comes with a mobile payment option, we asked Sporny to explain his latest launch and how it might be adopted in financial services.
Get the Lead Out
Creating content, organizing contacts, tracking delivery, avoiding opt outs and spam filters; email newsletters are far from simple. Luckily, there are a plethora of options.
App Review: DoNotTrackMe
Hoping to retrieve a corner of digital privacy? Block trackers that link your browsing history to advertisements through DoNotTrackMe...
Hands Off
Mastering the art of outsourcing frees up time to spend with clients and prospects.
Playing The Digital Dating Game
A client’s onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help.
Gallery: Nine Apps for Advisors
Everyone with a smartphone knows the wild diversity of apps available. Some are fun, some are useful, many are neither. Here, nine apps for busy advisors that are both helpful and time saving.
App Review: When You Need A Nudge
We’ve all had emails that require follow up — but get drowned in our in-box. Nudgemail is one solution that gets messages back in front when you need them.
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