Archive for May, 2010
What Makes A Great Financial Advisor Conference?
In: General
27 May 2010When you hear members of your audience say that is the best conference that I have heard all year.
A great speaking presentation helps the audience to understand themselves.
Stephen Covey said Seek first to understand.
When there is no understanding, there is judgment. When there is judgment, there can be no understanding.
Hi I’m Simon Reilly and I [...]
How to use Google Analytics effectively
In: Analytics
26 May 2010Google Analytics is one of the most powerful tool available today. Best of all, it’s free! It is meant to help you measure and improve your website performance. In this article we explain the various key site measurements, how they are calculated by Google Analytic and we will showcase how all this [...]
Interview with Simon Reilly – part 5
In: Video
25 May 2010I have been posting short videos taken from our interview with Simon Reilly from Leading Advisor over the past 4 weeks. Today’s interview question is the last segment of the whole series. I hope you enjoyed it. You can find the previous 4 videos linked at the bottom of this post.
Tell us about [...]
Storytelling for financial advisors: Cowper Solutions
In: General
24 May 2010Cowper Solutions has received confirmation that its application to join the Advisor Websites approved vendor program was successful. Cowper Solutions is now an official supplier of storytelling services and selling strategies to Advisor Websites clients and customers. Cowper Solutions also has the opportunity to resell Advisor Websites products and earns recurring commission.
About Cowper Solutions
Cowper Solutions [...]
Interview with Simon Reilly – part 4
In: Video
19 May 2010Over the past 3 weeks I have received a lot of positive feedback regarding the small videos taken from our interview with Simon Reilly from Leading Advisor. The session was recorded on April 20, 2010 during the Advocis Conference: Professional Development Day in Vancouver.
Today’s interview question:
What kind of services do you provide and what [...]
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May 28 2010, Friday links and blogs roundup
In: General
28 May 2010Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:
Financial News & Market Commentary
Citigroup Pays $1.5 Million for Supervisory Failures – FINRA news release. (FINRA) announced today that it has imposed a monetary sanction of $1.5 million against Citigroup Global Markets Inc for supervisory violations relating to its [...]