In response to several inquiries on yesterday’s post, I’m going to use #FPABizSol as the Twitter hashtag for updates from FPA Business Solutions 2010 next week. That is, unless I’m overruled by a majority of tweets from other attendees using a different hashtag.
Nevertheless, you can click here to view all tweets with the #FPABizSol hashtag.
Today I put the finishing touches on a CRM presentation prepared for next week’s FPA Business Solutions 2010 conference. I’m appearing along with Laurie Gripshover, a professional coach and consultant to financial services professionals, in a session titled CRM: No Longer a Luxury: A Necessity on Monday morning. Davis Janowski, the technology reporter for InvestmentNews, will be the moderator.
Click here to view the entire conference agenda.
I’ll be attending most of the sessions on Monday and Tuesday, so if you see me, stop me and say hello.
Thanks to everyone who cast a vote in last week’s poll on selecting a new profile image for my blog and select social media sites.
By a 3-vote margin, this is the winning picture:
I eventually want to get around to updating the template used for the FPPad blog design. I’m thinking of selecting some themes from WooThemes. Anyone have any feedback?
But first I need to get through my current work helping clients with technology, writing several columns, and speaking at upcoming conferences.
If you’re a Smarsh user, you undoubtedly noticed that email services aren’t working today. To add insult to injury, when their customer service number is called, the number isn’t working.
I first found out from Google Alerts I set up to monitor Smarsh, an email hosting and archive provider for the financial services industry. I saw this post on Compliance Insights, and then turned to Twitter for more information.
According to @roguebob and @safetyinnumbers, Smarsh is experiencing a severe network outage that has disrupted its website service as well as its VOIP phone system.
But the company contacted @safetyinnumbers and assured him that “emails are queueing and not being lost.”
Twitter appears to be the best source for updates at the moment, though the lack of network service obviously makes it difficult for the company to update its own Twitter account, @SmarshInc.
I’m seeing two trends emerge in 2010 through the work I perform with wealth management firms.
First, firms want to implement a document management system to efficiently manage the volumes of paperwork and forms generated throughout the financial planning process. Second, advisers want to increase revenue and client service by capturing data on held-away assets through account aggregation software.
Late last week I posted commentary why document storage isn’t document management at advisors4advisors.com. On the account aggregation side, I recently learned of a webinar offered by ByAllAccounts aimed to address this opportunity.
I have new photos to use for profile pictures, but I can’t decide which one to select. So I’m asking FPPad readers to submit their vote.
Please submit your vote below by February 19 (if you’re viewing this post in your RSS reader and the poll doesn’t show up, click here to view the full post). Thanks!
Earlier today, FINRA held a webinar titled Compliance Considerations for Social Networking Sites. I had a schedule conflict, otherwise I definitely would have attended.
Thankfully, Chad Bockius of Socialware posted a summary of the webinar content plus the Twitter stream he generated during the event.
Click here to read Chad’s summary.
I’ll be appearing this Friday on a panel titled Leveraging Social Media to Grow Your Business at the TD AMERITRADE Institutional 2010 National Conference in Orlando, FL.
Click here to view the entire conference agenda.
I’ll be attending the conference all day Friday and will attend the ethics CE session Saturday morning (my CFP® certification renewal is due at the end of this month!). So if you see me, stop me and introduce yourself. Don’t know what I look like? Check my bio for a photo.
Also, if you’re interested in my other upcoming presentations, please check out my speaking page.
Finally, I complied a list of conference attendees on Twitter, so check it out to see who’s tweeting from the event. Most are using the #TDA2010 hashtag to identify conference-related tweets.
See you there!
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