Browsing articles in "Advisor Technology"

Using Technology to Enhance Relationships

Jun 21, 2012

A few weeks ago, I spoke about my computer programming days (read about my geek status) and technology use within the office. There’s more to this story — and that’s […]


Technology: Friend, Foe, Lifesaver, Timesuck?

May 22, 2012

Full disclosure:  Back in college, I took four computer programming courses and even worked as a summer intern programming (in BASIC!) for a large financial services company. My friends ask […]


Why Your Administrators Hate You (and What to Do About It)

May 15, 2012

My last post, “Your Staff Doesn’t Want You to Grow,” caught the attention of more than one administrator. Guess what? You frustrate them. Here are a few reasons why:
Multiple Custodians […]


Your Morning Cup of Links: Peer Pressure

Apr 25, 2012

Last year, we conducted a poll asking advisors: “What source do you most value when learning about industry best practices around growth and other objectives?” More than 91% said “Our […]


The Do’s and Don’ts of Web Conferencing for Advisors

Sep 21, 2011

Over the last few years, client communications have become a major focus for all of us. Quality and timely communication has been a great tool for client retention, as well […]


Your Morning Cup of Links: Rocking Social Media Like a Hurricane

The last few weeks have really been pretty crazy, to say the least. Alongside the very volatile markets and challenging economic news, someone decided to throw us an earthquake and […]


Simple Ways Advisors Can Improve Their Online Presence

Jun 23, 2011

Quick – what’s the first thing you do before you schedule a meeting with someone new or when you hear of a great prospect?  If you’re like me, you’re likely […]


Your Morning Cup of Links: Goals-based Conversations, Making Social Media Profitable and iPads on the Rise

Hopefully you all had a great Memorial Day holiday!
If you were mentally checked out over the past week, I wanted to share with you a few articles that you may […]



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