Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
Early adopters have mastered this process. How? By a combination of online finesse that create opportunities for thoughtful offline (telephone) conversations, which lead to getting face-to-face. It requires you to engage your clients and centers-of-influence in open conversations about how they’re using social media.
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
Why would one activity attract client advocates and another tactic not? We call this the New Client Multiplier. Bringing in clients who are more social in nature, who are in the right circles, leads to more word of mouth influence....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
If active money managers can’t beat the market, how can a financial advisor be expected to? They can’t, or that’s the idea behind a recent LinkedIn post by Sallie Krawcheck, former president of Merrill Lynch’s thundering herd....More
Hey I just quit my job as an assistant to an FA (long story...)
Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side.
I talked to insurance agents at my old firm, commission seem to be comparable and the market larger yet it seems the investment side attracts far more applicants.
So what made you choose insurance over invesment? Did anyone make the transition from insurance to getting investment-liscenced properly?...More
Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..
Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while others like Chase and NFP promoted executives from within to take on new responsibilities....More
Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More