Archive | July, 2009

FPPad to Deliver Commentary on New Practice Management Website for Advisers

Posted on July 24, 2009 by in Practice Management

I have an exciting announcement to make, which in part explains the delays in updates to the FPPad.com blog.

I was asked, and have accepted, to be the technology contributor to a new practice management website for financial advisers, advisorsforadvisors.com.

Now I must admit, practice management website is not the best way I’d describe advisorsforadvisors. Yes, you will find articles and commentary on practice management issues, but advisorsforadvisors offers much more.

advisorsforadvisors is positioned to be a key destination for financial advisers looking for timely, relevant information on the markets and economy, investment news, regulatory changes, compliance, marketing, practice management, software reviews, and technology.

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Relocation to Dallas Complete; Setup Underway

Posted on July 15, 2009 by in General

In case you haven’t been following my updates on Twitter, I am now in Dallas, TX after just over 2,000 miles of driving. I left Portland, OR on Saturday morning and arrived in Dallas on Tuesday afternoon.

I’ll be catching up on emails and voicemail messages after being offline for the last 4 days, so please be patient while I get back into my routine of tracking technology trends in the financial adviser marketplace.

Thanks to those who wished me safe travels, and for those of you in the DFW metroplex, I look forward to meeting you in person.

Technology Tips to Cut Costs and Increase Revenue

Posted on July 1, 2009 by in Technology

I participated in a webinar on June 9 hosted by InvestmentNews titled “50 Cost-Saving and Money-Making Ideas in 50 Minutes” (blogged about here).

The replay of that webinar is available here or use the embedded player below (my portion begins at the -27:50 time point).

I highlighted the following 10 technology tips to help advisers cut costs and increase revenue:

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