Lauren Barack

Articles by Lauren Barack
'Risk Tolerance' Questionnaires: Should We Even Bother? 3
Assessing a client’s risk tolerance is often the automatic first step for every advisor today. But the questionnaires meant to get at the issue aren’t always up to the task.
App Review: An Email Nudge With Manners
When you forget to follow-up with a prospect, this app has your answer.
Q&A: Dan Schutzer, Is Your Sensitive Data Safe Online?
Financial Services Roundtable’s CTO Dan Schutzer walks us through his idea for an online safety deposit box, and if clients can ever, or will ever, completely trust their financial data in the cloud.
App Review: Better Bookmarking with Pocket
Advisors suffer from information overload; there’s just too much to read online — great articles, short pieces that we don’t want to lose, but can’t afford the time to scan right then.
Q&A: Rob Wilson, the Hip Hop Financial Advisor
Rob Wilson has a unique approach to prospecting online — much of it centering around his podcasts and playful monikers, from the Hip Hop Financial Advisor to his Twitter alter ego Bobby Deniro.
Social Selling Dos & Don’ts
Think social selling is as simple as running a cold-calling campaign online? Sure, if you want to lose your LinkedIn account and get blocked on Facebook. But digital prospecting can be successful by simply following a few simple rules. Otherwise, you risk being sent to social media Siberia.
App Review: Cheat Sheets
Getting up to speed on every client’s passion is practically impossible. Learni.st is your cheat sheet.
Q&A: Turning Chatter Into Currency
Can social networks help determine where to invest? Chris Camillo, investor in financial information startup HedgeChatter.com, believes they can.
Advisors, Protect Thy Client 
With Target's recent security breach, investors are thinking about how to how to more carefully protect their digital data. Regulators believe advisors should be involved too.
For Advisors, Social Media Comes of Age
Social media was hyped as the next gen answer to older advisors’ challenges. Not quite. Yet more and more, advisors of all ages are discovering the tangible benefits of the tools.
App Review: Inspired Questions- A Financial Trivial Pursuit For Clients
Asking investors to rattle off their retirement hopes and dreams is as snooze worthy as a 40-page financial plan
Recruiting Gen Y? Stay Real — Online and Off
Kim Dellarocca, Pershing’s global head of segment marketing and practice management, on how firms looking to recruit next gen advisors need to pay just as much attention to their offline allure as they do their technological savvy.
Gallery: Five Steps to Get Digitally Fit 2
Link In, tighten up and (maybe) kill your blog: Here are five quick steps to renew your world, digitally.
Should You Crowdfund with Clients? 1
Think E-Trade revolutionized online financials? Welcome to crowdfunding — the ability for anyone to invest in nearly any kind of option or enterprise over the Internet at any time. Should your clients be involved?
Q&A: Luring Better Fish With A New Hook
My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects.
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