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Adapt or die: 5 ways advisers must embrace change
Reasons for a company's failure are complex, but underlying them often is a basic refusal to embrace critical changes in technology and consumer preferences.
3 technology tools for which I am most thankful
Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.
Designing your atmosphere on social media
When strategizing about clicks, follows, likes and more, don't forget about context to allow for it to be authentic and to feel closer to natural.
Anybody can have a blog but not everybody should
Advisers should only create a blog if they have something unique to say, coach suggests.
Is a "like' a testimonial? G uest blogger Kristen Luke's recent post on how a new five-star ratings system Facebook is testing for business pages could mean compliance trouble for advisers touched off a conversation among readers and the author about testimonials and how regulators might view the
How advisers can stand out in the sea of sameness
It is that time of year again when we start jotting down a list of ways to help us start the new year right: Join a gym, lose 10 pounds, donate more, spend less, etc.
Advisers whipped by new website projects
Financial advisers who have recently upgraded their firm websites unanimously agreed that the projects were more taxing than they expected.
Conquer social media – it's like falling off a blog
Think of your social-media strategy as a human body: the blog is the torso and the networks and sites you use are the appendages. Social-media maven Josh Brown offers insights that will save you time and make you money.
Facebook's five-star ratings: The end of business pages for advisers?
Should you be nervous about the social media giant's new rating system that allows users to evaluate your business? In a word, yes.
JPMorgan feels Twitter's doubled-edged sword
After big IPO hit, the bank learns the hard way how not to use social media
How to set up a Facebook business page in 5 minutes
During a social media session at the Schwab Impact Conference, online guru Michael Kitces told an audience of advisers and financial industry executives that Facebook hasn't worked as a way to promote business. But perhaps the reason is that most advisers just aren't using it correctly and making
Regulators must rethink LinkedIn lockdown
When it comes to LinkedIn, regulators have become "misguided helicopter parents that will not let our industry mature and grow," according to blogger Matthew Halloran
Technology and social media at IBDs
Technology and social media at IBDs
Twitter IPO: Money left on the table, but that's OK
Shares of Twitter surged 73% in their debut, the biggest IPO opening pop since 2007. Part of that was by design as management and bankers took the lessons of Facebook's botched IPO to heart. What's in store for the stock now?
Chock full of new goodies from T3 Enterprise
An insider's highlights from networking, vendor educational sessions and exhibits.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly