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Podcasts: An Untapped Marketing Opportunity

Added on January 2019 in Manage Your Practice
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 Summary: Financial advisors regularly struggle with time management. It’s true: You are always looking for an effective way to communicate your value proposition, balancing the need to stay in front of your clients, and communicating with your team while seeking to grow your practice by adding new clients.

Strip out Cost from Your Organization with Social Media

Added on January 2019 in Manage Your Practice
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Summary: Once upon a time social media was something that was kept in the corner in marketing, somebody tweeted on it, every now and again. People dabbled a bit on LinkedIn and Facebook, but it wasn’t really central to what marketing did. People pretty much forgot about it. People didn’t put any resources into it so they didn’t get much from it.

Crackdown showdown: Serious cybersecurity enforcement is coming in 2019, but are advisers ready?

Added on January 2019 in Manage Your Practice
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Summary: After spending most of a decade offering guidance and stern warnings, regulators are ready to put enforcement muscle behind cybersecurity rules.

Can Soft Skills Be Taught? In Financial Services, They Should Be

Added on January 2019 in Manage Your Practice
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Summary: Soft skills have become something of a lost art across a number of industries, particularly in financial services. Emerging technologies like machine learning and artificial intelligence have led many firms to emphasize technical and analytical skills. Unfortunately, with that pivot often follows a shift away from the rapport between advisors and their clients or prospects.

5 easy social media resolutions for 2019

Added on January 2019 in Manage Your Practice
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Summary: I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year.

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