From WealthManagement.com
1 visitor like this article | Viewed 4315 times | 0 comment
Summary: Ask any marketing professional: How do you sponsor exceptional, powerful, effective marketing campaigns that deliver results? A quick response is to start with a viable niche.
From IRIS
1 visitor like this article | Viewed 4465 times | 0 comment
Summary: Robo advisory” is the internet interface of investing, a new breed of online financial advisors who use computer models and algorithms to both design and manage investment portfolios. What will successfully competing in this new investing environment will demand?
From Financial Advisor IQ
1 visitor like this article | Viewed 4141 times | 0 comment
Summary: The advantages of owning an independent financial-advice firm — like more freedom and a shot at more money — don’t always extend to marketing.
From IRIS
1 visitor like this article | Viewed 4436 times | 0 comment
Summary: The more challenging task is figuring out how to create a successful blog that people actually read and how to make an existing blog more efficient in terms of converting leads into sales.
From Financial Planning
1 visitor like this article | Viewed 4330 times | 0 comment
Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
