Archive for February, 2012

 
Ever wanted to print sans wires – but you’re too far away from your printer by say, 10 to 10,000 miles? Thanks to Google Cloud Print, it’s possible.
Google Cloud Print is a new technology that connects your printers to the web. Using Google Cloud Print, you can make your home and work printers available to [...]

Some very interesting stats and facts courtesy of Baydin, which makes the email plugin Boomerang.

As a Financial Advisor working under a broker-dealer banner, social media interactions must be monitored and approved by the compliance department. This process can be slow. Realizing the importance of relevant and timely social media interaction, however, Raymond James has taken steps to increase interactivity by providing ready-to-go material, and by streamlining the approval process.
“Prior [...]

Procrastination is the avoidance of doing a task that needs to be accomplished. It is a habit or learned activity that can lead to feelings of guilt or inadequacy, and it takes time to unlearn. Avoid punishing yourself for being a procrastinator because you did not become one overnight. It is a habit that is [...]

For most investment advisors, a first objective to grow clients and assets was undoubtedly set at the start. Growth is the common goal and personal commitment most advisors make to themselves when they begin their careers in the financial services industry. Growth, is the “why” and “what” investment advisors focus on as a matter of [...]

This podcast was recorded by Peter Montoya, host of the upcoming TechLeaders conference, and featured our own Bart Wisniowski, CEO of AdvisorWebsites.com. TechLeaders—unlike any other event—has an agenda dedicated only to presenting the technology solutions that turn challenges into opportunity for the broker-dealer marketplace.
Bart and Peter discuss how the process has evolved, what [...]

Fraud. Wrongful or criminal deception intended to result in financial or personal gain, according to the Oxford dictionary.
Key operator: criminal. Meaning? People are the perpetrators of fraud. As such, it’s important to protect yourself – no matter whether in real life or cyberspace. Fortunately, the SEC has published a document outlining different resources in the [...]

What is join.me?

In: Freebies

21 Feb 2012

If you’ve signed up for a demo with Advisor Websites, you’ll notice that we use something called join.me, a browser-based tool that allows easy screen sharing.  This is an excellent tool for sharing presentations – any kind of presentation – with individuals anywhere in the world (as long as they have an internet connection). It [...]

The Pew Internet and American Life Project, a nonpartisan, nonprofit “fact tank” that provides information on the issues, attitudes and trends shaping America and the world, has compiled a report outlining  the emotional climate of social networking in America. Their findings are quite positive, with most adult respondents citing positive online experiences. Younger, respondents, however, are more likely [...]

Rationalization encourages inaction, and the excuses that you tell yourself will keep you firmly ensconced in your comfort zone. Stepping out of your comfort zone into an unfamiliar area where challenges exist requires putting a stop to your “shoulda, coulda and wouldas.” It is when you are in new territory that you become motivated to [...]


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Welcome to the Advisor Websites blog. Our goal is to provide useful ideas and suggestions related to utilizing the internet in your practice. We will share with you a number of case studies, ideas, success stories and answer any questions that get sent our way.

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