I enjoyed attending my first Tiburon CEO Summit earlier this week, and now am trying to catch up and a big backlog of videos and content to process.
In the meantime, here are this week’s best stories in financial planning technology:
HD Video Production Now Available Throughout North America from Wealth Management Marketing
[You’ve no doubt noticed much of the new video content here at FPPad. My YouTube channel is close to 7,000 total views and continues to grow. So it’s about time you consider adding video content for your own firm. My good friend Kristen Luke, owner of Wealth Management Marketing, now offers professional video production services throughout the country. Special discount to FPPad subscribers: if you use discount code VIDFP12, you’ll get $200 off your first 30 second video, $400 off a 60 second video and $600 off a 90 second video. Discount applies to the first video only, expiration 3/31/13.] Wealth Management Marketing introduces professionally produced HD videos optimized for TV, web and mobile viewing.
Addepar’s Software for the Super-Rich from BusinessWeek.com
[The generally secretive Addepar opens up a bit to the reporters at BusinessWeek (it’s ok Addepar, RIABiz and I understand…), but the few details disclosed sound a lot like what Orion Advisor Services and Private Client Resources currently do. Read for yourself.] Joe Lonsdale is also running a new company called Addepar that’s attempting to modernize the software that ultrawealthy families and foundations use to manage their billions. “I work 110-hour weeks,” he says. “I’m always investing and building things at the same time.”
