Almost a year ago we wrote that Junxure’s Google AdWords campaign referenced version 7 of the software when version 8 was on the market. Today the current version of the popular CRM software for financial advisers is up to 8.7.
I spotted the following AdWords entry while purging my inbox.
Finally somebody got the version number updated. Now I have to offer some unsolicited feedback: is the version number even necessary? I think the ad can say “Get the latest version now!”
And now back to your regularly scheduled programming.
An article getting lots of syndication today from financial advisers on Twitter is When Student Loans Live On After Death in the Weekend Journal of the Wall Street Journal.
So here’s the procedure-related question from our perspective:
Does your client intake interview process inquire about any loans for which a client has co-signed? If so, do you gather the outstanding amount of the co-signed loan? Then do you consider the loan payment options in the event of the borrower’s death?
This situation is one of those rare occurrences, but when it does strike, the consequences can be significant. This is a perfect example how advisors can add value for clients.
If posts seem a bit infrequent on FPPad, it’s because I’ve been busy preparing new content for a variety of sources (including my monthly technology column for Morningstar Advisor).
Also, I finished updating a presentation on productivity tips oriented to financial advisors. I’m presenting these tips during a webinar presented by The Standard.
The FREE webinar is this Thursday, July 8 at 12PM ET, 9AM PT (sorry for the late notice).
I hope you will join me on Thursday and I trust you’ll get a least two or three tips to help you work more efficiently and effectively to get more done for your clients.
Bill says: I’m circulating this announcement on behalf of Knut A. Rostad, Chairman of The Committee for the Fiduciary Standard, to my subscribers. If you publicly support the authentic fiduciary standard, please act before Wednesday.
Last Call! Conference Committee Scheduled to Act on Fiduciary Provision on Wednesday.
The Conference Committee is scheduled to meet on Wednesday on the fiduciary provision. The Senators on the Conference Committee are the key votes.
Calls from constituents do matter. Please call your Senator and urge him or her to vote for the House provision establishing a fiduciary duty for brokers providing investment advice to retail investors, NOT for the Senate’s version which proposes a “study” of whether brokers should have to put client’s interests first.
Christopher J. Dodd Chairman (D-CT) - 202-224-7391
Tim Johnson (D-SD) – 202-224-5442
Jack Reed (D-RI) – 202-224-4642
Charles E. Schumer (D-NY) – 202-224-6542
Richard C. Shelby Ranking Member (R-AL) – 202-224-5744
Mike Crapo (R-ID) – 202-224-6142
Bob Corker (R-TN) – 202-224-3344
Blanche Lincoln (D-ARK) – 202-224-4843
Patrick Leahy (-VT) – 202-224-4242
Tom Harkin (D-Iowa) – 202-224-3254
Saxby Chambliss (R-TN) – 202-224-3521
Judd Gregg (R-NH) – 202-224-3324
Going paperless doesn’t always guarantee success. I almost learned this the hard way when I nearly missed my return flight from Denver last Sunday.
As I checked in for my flight from Denver to DFW, I thought I would be environmentally conscious and use an electronic boarding pass on my iPad. I checked in online with my carrier and easily saved the boarding pass image to my iPad.
When I arrived at the airport, I waited in the security line for about 20 minutes only to find out that TSA was having no success reading electronic boarding passes from my carrier. TSA said I had to get a paper boarding pass and go back through security. Only at 6:30pm on a Sunday evening, the check in counter was closed and the kiosk wouldn’t reprint paper passes for flights departing in 45 minutes or less!
I ended up running down to baggage claim, found an employee, and received a paper boarding pass. I ran back to security, ran to my gate, all the while hearing my name over the airport paging system with the dreaded words “final boarding call…” I made my flight with just 2 minutes to spare.
I’m flying to Colorado tomorrow morning to connect with the FPA® NexGen community in Estes Park. This will be my third NexGen conference out of the last five (I seem to attend in every even-numbered year).
I look forward to reconnecting with many of my peers and making new friendships with other young advocates of the financial planning profession.
I don’t expect to have widespread Wifi coverage, so there won’t be much live-tweeting from the conference. Still I hope to return and present some of the important discussion topics and takeaways from the meeting of young and motivated advisers in the profession.
FPA Retreat 2010 begins today in San Antonio, TX. I’m on baby duty this weekend, otherwise I’d be attending this event.
So for those of us watching from the sidelines, follow the Twitter backchannel for the event using the #fparetreat hashtag. Mary Corbin, Managing Editor of the Journal of Financial Planning, bless her heart, is live tweeting from the event.
Don’t take this the wrong way, but I think Mary, Rick Kahler, and Marion Asnes might be the only individuals tweeting from the event. No doubt Retreat attracts a more experienced crowd, plus many advisors choose not to send messages out through social networking sites due to compliance concerns, so don’t expect a flood of insight from the event.
FPPad.com is this month’s Featured Resource in Wealth Management Marketing’s newsletter. I want to welcome WMM subscribers to FPPad and provide some links to show you what’s popular on this site.
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.
Going paperless doesn’t always guarantee success. I almost learned this the hard way when I nearly missed my return flight from Denver last Sunday.
