General | Financial Advisor Website Blog

Archive for the ‘General’ Category

Social Media Minute Podcast: Creative Commons and Copyright

16 May 2012

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 that they would like to use as references when [...]

Five Phrases to Avoid

In: General

15 May 2012

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, [...]

May 11 2012, Friday links and blogs Roundup

In: General

11 May 2012

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:
Financial News & Market Commentary

5 Messy Money Mistakes It happens to the best of us: mysteriously falling short on cash when we could’ve sworn we’d just hit the ATM. Where did all that money go? On any given day, there [...]

Join our new Co-Webinar with Mobile Assistant

In: General

10 May 2012

We are proud to promote a new Webinar with special Co-Host Mobile Assistant. The new exciting 40 minute webinar is about finding out best practices, useful ideas and tips & tricks on the following topics:
1) Transcription

How to easily document critical client meetings
Dramatically increase productivity
Improve your Client relationship and communication by documenting important personal data
Reduce your [...]

Why advisers can’t trust their clients anymore

In: General

9 May 2012

Spoofing” is on the rise and RIAs are becoming targets of clients that are not who they appear to be.

What seemed like ordinary correspondence from a client quickly became a compliance nightmare for one Dallas-based wealth management firm.
I recently spoke with an executive from the Dallas-based firm who asked to remain anonymous due to ongoing [...]

New Theme: Platinum

In: Design|General

8 May 2012

We are proud to announce our newest Theme Platinum.
Our designers have been working hard and the results are a very clean and modern 2012 Theme that makes your website look more attractive to your audience.
Here is a demonstration to shows you how the template looks in action.

Let us know what you think. Write a comment, [...]

May 4 2012, Friday links and blogs Roundup

In: General

4 May 2012

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:
Financial News & Market Commentary

Facebook’s IPO: What We Know Now Facebook is set to raise the roof off Wall Street with its upcoming initial public offering, which has a target valuation on the social-media giant as high as $110 [...]

Top Four Categories That Clients Use to Determine How You Measure Up

In: General

1 May 2012

There is always going to be a client that leaves out of the blue that gets you wondering; why weren’t they happy? Why did they leave? Wasn’t I doing a good job for them?
The first place advisors look is how the client’s portfolio has been doing. Unfortunately, this is only a part of the measurement [...]

April 27 2012, Friday links and blogs Roundup

In: General

27 Apr 2012

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:
Financial News & Market Commentary

Betting Against Fads in the Fund Industry Imitation, the saying goes, is the sincerest form of flattery. In the financial services industry, it’s often flattery that investors could do well without: A crush of similar products [...]