Technology
Password Management And Form Filling
- Details Category: Software
At a recent webinar I conducted, I briefly showed attendess a program I use for password management. An advisor today emailed me a question asking me about that program.
Advisors Not Using Web 2.0
- Details Category: Web
Financial advisors have not adopted most Web 2.0 technologies, but they say their websites are little more than brochure-ware and acknowledge that they could save money by posting portfolio performance reports online and enabling clients to input their own financial and demographic data.
The Elephant Wrecking Your Revenues
- Details Category: Advisor Applications
What did you do today? Did you email your clients links to a blog post written by an economist analyzing the Fed's plans for spending $1 trillion? Did you post a new article on your website about the crisis? Did you snail mail prospective clients a handwritten-note attached to your latest newsletter? Did you schedule an online meeting with a client, prospect, or referral source to go over new opportunities likely to emerge in a recovery?
