Thank you, Steve.
. . .
I’ve had a relatively quiet week this week before I hit the conference circuit once again. Over the next several weeks, I’ll be presenting at CabinetNG Collaborate 2011, NAPFA Practice Management & Investments, and Schwab IMPACT 2011. See all the details on my speaking page.
Now on to this week’s stories of interest:
I missed last week’s post for Morningstar Advisor, Fast-Track Your CRM Selection. If you custody with TD Ameritrade, you might find this CRM screening tool highly useful.
Fidelity launches new salvo in custodian technology “war” from InvestmentNews.com
[I had the privilege of presenting at Fidelity’s Technology In Practice event last week at the custodian’s headquarters in Boston. Davis Janowski attended and provides a great review of the takeaways advisors learned from the event.] Last Tuesday, Fidelity brought out the big guns at its Technology in Practice day held at the company’s hands-on research think tank in Boston.
Is Financial Planning A “Set It And Forget It” Process? from Blueleaf.com
[My latest contribution for Blueleaf highlights the increasing options advisors have for account aggregation, but once client data is consolidated, do advisors do anything useful with it?] Creating an initial plan is essential to identify things your clients can do to best meet their goals and objectives right now. But what many advisors fail to do is proactively review the plan according to new data collected as time goes on.
Also, the folks over at Arkovi launched a brand new resource center with terrific information for advisors looking to add social media to their toolkit. Click here to visit the Arkovi Resource Center (free account registration required).
Finally, if you’re interested in attending the T3 Conference being held in our backyard in Dallas, registration is now open. The conference runs from February 16 to 18 and discounted early bird registration ($275) ends October 31. Click to register: http://t32012.eventbrite.com/
