It isn't vain to Google
yourself over and over again, especially if you are a financial
adviser - it's simply prudent in an era when consumers check
online reviews of everything from restaurants to slippers before
they sign on the dotted line....More
Today most advisors fail to maintain a winning online presence. Attend this webinar and learn how to beat the odds and create an irresistible web strategy!
Join us as we discuss best practices for creating a compliant website that delivers long term, measurable results. We will cover a simple 3-stage process aimed at allowing you to maximize the value of your web presence.
Identical twin brothers Robert and Tom Fross, partners of Fross & Fross Wealth Management, discuss the importance of client events and provide real-life examples of some events that worked for them....More
If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed....More
If you are a promotional machine on social networks, you are driving your connections away. If you are sharing irrelevant content, your connections are becoming numb to your message. Both are damaging your social relationships....More
This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's.
I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible.
Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More