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Ever forget to follow up with a prospect? Send an email and then misplace their response in your maw of an inbox? PolitePersistence may have an answer. The app allows users to send emails and schedule follow-ups right from its main page. Integrat...
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...
Nearly 200 executives of the industry’s leading independent broker/dealers and technology providers gathered in Dallas this week for the third annual TechLeaders conference. Top themes discussed this year at the event included ways to streamline ...
The data breach that hit Target late last year caused a flurry of concern over cyber security at institutions that hold client and customer information. But large companies such as Target may actually be better off than registered investment advi...
We’ve all heard the hype about online advice portals like Betterment, WealthFront and LearnVest and the threat these “robo-advisors” pose to the flesh-and-blood financial advisor. I believe it’s an unjustified fear, one...
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. Sure, we can bookmark an article, but just try to re-locate...
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. We caught up with Wilson to ask about his...
Marketing jargon is the quickest way to turn people away from you on social networks, says Crystal Thies, also known as the “LinkedIn Ninja.” Working with advisors and those in other regulated industries, Thies advises her clients to...
