From IRIS
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Summary: Given the amount of time people spend watching online videos, it’s no wonder advisors want to evolve their marketing endeavours to capture the attention of their clients and prospects.Here are a few tips to ensure your online videos are more professional and engaging.
From WealthManagement.com
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Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
From Think Advisor
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Summary: Unless you live in rural Afghanistan, you’re probably aware of the current conversation going on in the independent advisory industry about whether flat retainer fees might be better for clients (and advisors) than AUM fees.
From Think Advisor
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Summary: Hearsay Social says many financial services firms need to grow up, in a matter of speaking, to boost their business impact via Facebook, LinkedIn and Twitter. Early Wednesday, it launched a benchmarking tool that can be used to guide firms to make such improvements: the Social Business Maturity Model.
From Financial Advisor Magazine
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Summary: Most people prefer the view from a mountain—not a flat plain. In fact, the only people who like the view of a plain are the people on top of the mountain. By the same reasoning, not everything is equal in a company, nor should it be. Entrepreneurs sometimes treat employees like children. They feel this sense of responsibility for all of them and the desire to treat all of them as equal.
