The upper cascade portion of Amicalola Falls in the north Georgia mountains
I spent much of the week on vacation at Amicalola Falls State Park in Georgia, home to the tallest waterfall east of the Mississippi.
So, you know that this week’s stories of interest are some of the best for me to take time away to list them here:
Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer from BusinessWire.com
[Earlier this week I posted my interview with former-president-turned-chief-strategy-officer Mike Paulus of Addepar (see: Managing over $100 billion, Addepar’s Mike Paulus reveals how the company will cultivate RIA business). I had to add an explanation at the beginning of that video because of Paulus’ title change, and know we know why. Addepar now has a new CEO, and President and COO, who bring seasoned experience from Palantir (Addepar co-founder Joe Lonsdale’s more recognized venture) and the private equity industry.] Addepar, the leader in smart technology platforms for global wealth and investment management, today announced the appointment of Eric Poirier as Chief Executive Officer and Karen White as President and Chief Operating Officer.
Client of the Future from AdvisorOne.com
[Practice management expert Mark Tibergien, Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company, issues a stern warning that if your firm isn’t changing to adapt to service expectations of Gen X/Y, you’re in trouble. Tibergien is inspired by Cam Marston’s book Generational Insights
Twitter Advertising: A $100 Experiment Pays Off from Financial-Planning.com
[I don’t think columnist Dave Grant wrote the title of his article, because I don’t think he would have used the phrase “pays off.” Grant experimeted with advertising and promoting his Twitter accounts with $100 seed money, and experienced ho-hum traffic to his website. Remember, nearly anyone can access Twitter analytics for free (my screencast showing how is embedded below) and you can see your account with as little at $1 for some testing. You don’t have to start with $100.] As an avid Google Analytics user, and having previously explored Facebook ads, I thought I would see what effect “Promoted Tweets” would have on my website.
15 power Tweeters every adviser should know from InvestmentNews.com
[Remember, you don’t have to tweet to get benefits from Twitter. Following these 15 “power Tweeters” recommended by Nerd’s Eye View publisher Michael Kitces will get you off to a fast start to get the most out of Twitter without the compliance headaches of posting your own tweets.] While there are many social media lists out there of people and businesses to follow on Twitter, InvestmentNews’ own Power 20 “Power Tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and the blog Nerd’s Eye View maintains a list of people financial advisers should follow on Twitter.
