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Summary: Social Media Marketing for business is not a nice to have anymore but a critical marketing function that when directed and managed correctly can lead to real business growth.
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Summary: Too many of us opt to rely on our own experiences and gumption rather than trying to learn from the experiences of others. Financial advisers are no different. In an age where there are numerous resources at our fingertips, there's no excuse not to take advantage.
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Summary: “Technology is not a threat, but an opportunity, if you build on that technology and add value,” Kitces told financial advisors in his presentation at the Inside ETFs 2017 conference underway in Hollywood, Florida.
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Summary: We plan for weddings, vacations, retirement, education, concerts, dinners, errands and appointments. We plan for just about everything in our lives, but no one plans on getting sick or becoming disabled. Ironically, this highlights the importance of preparing clients for potential life-altering events.
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Summary: Have we lost our way? A danger of success is that we look at how things have turned out and then create a story about why that is so. And somehow our story becomes the story—it is repeated and amplified as if it were true. We spend our time with those who share our story and cast aside those who don’t.
