Blog Articles

Taking on a new client is a decision that may change your business dramatically. Desperately signing up someone just because they happen to have that magic number of assets can cause problems. Having a filtering process for making the decision of taking on a new client will help ...

When it comes to social media, many people are concerned with security.  What are some best practices when it comes to avoiding scams, spam and more online?  Unfortunately, in most cases, we are our own worst enemies online.  Often times we don’t think twice about clicking ...

TSA seems to follow, not lead. When going through airport security, the entire dance the TSA makes passengers go through seems to be a reaction to the actions of someone in the past. They may be looking at what is happening next, but most of their efforts don’t appear very ...

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

My contribution schedule to the Journal of Financial Planning has changed for 2012. Instead of columns in the May and November editions, look for my articles in this year’s January and July editions.

Is it better to focus time and energy to get one project effectively generating leads and new business? Or will you see more results by dividing your time and energy switching between 10 different projects simultaneously to enhance your marketing?

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

We are proud to announce our newest feature "Blog Categories". From now on all of our Advisors can structure their blog articles into different self created categories. With this new feature readers will have a better overview of the content on the Advisors blog.

Today we’re discussing Creative Commons and how to protect the content you create when it comes to copyright.  Many people have been asking us recently what to do when it comes to shared content — either original content they want to protect online, or content posted by others ...

Say that a client calls up to tell you that they want to buy a penny stock which their cousin really likes. They want you to check it out and tell them what you think. Assuming that there is no chance that you would recommend it, there are many ways to respond to your clients, ...

Imagine you’re at a business after-hours event.  At this event, hundreds of professionals from various industries are mingling, making connections, and passing out business cards. You know this is a golden opportunity to connect and build your network, but how do you filter ...

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

To answer the question "Why Pinterest is such a Big Deal all of a sudden" we will take a look into another area real quick to have a better understanding.

We are proud to announce our newest Theme Platinum.

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

As we have said before, your website and blog are really the hub of your online and social strategies.  Think of your website and blog as the sun and all of your social media platforms as the planets revolving around them.  WordPress is a wonderful tool to use to publish your ...