Free booze, five-star food and exotic locales: It’s no wonder some brokers are wistful for the annual conferences of old. The days of wine and roses are no more, but that doesn’t mean conferences have to be boring. With the right mix...
A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012.
Registered reps using BrightScope’s (www.brightscope.com) platform, which rates advisors and 401k plans and helps investors connect with reps, can now automatically archive static content, interactive media and additional social media posts...
Most financial advisors are in early stages with social media—but the rules of engagement are already shifting. While gaining followers, friends and prospects to link to is high on most priority lists, firms that have opened the gate to...
Los Angeles: “I’m excited about meeting with this new prospect tomorrow,” started John. He continued with, “I know there needs to be some rapport building before I jump into any business, do you have a list of questions I can ask as conversation...
Study after study has documented how financial advisors are using social media these days, and webinar after webinar purports to show them how to use social media tools to reel in new assets. Really financial advisors are just getting started, and...
