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    Top 4 Websites Financial Advisors Should Be Using For Industry Updates

    As a financial advisor it is your responsibility to remain up to date and current with news that is happening in the financial industry. Your clients will expect it from you and questions will surely arise about what their next steps should be based on the current financial ...

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    Topics: financial advisors, Financial Industry, website for financial advisor, websites, financial news

    The Future of the Financial Profession - Client Service

    There is no crystal ball to gaze into and see the future of the financial profession, but picking the brain of industry insider, Bob Veres is pretty close. And guess what, all you have to do is pick up the phone! On Thursday, February 20th (yes this Thursday) the very first ...

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    Topics: client services, Financial Industry, General, thought leaders. bob veres, Round table, round table

    Survey: Marketing Usage in the Financial Industry

    I thought that it would be valuable to create a simple survey that would allow financial service professionals to share their experience on the various marketing techniques they use to promote their business, increase customer retention or generate new prospects.

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    Topics: Financial Industry, Online Marketing, Social Media, Survey