Archive | On Air RSS feed for this section

FPPad On Air with Wes Stillman of Right Size Solutions on building a budget for the cloud, getting your data back, and Apple and Microsoft hardware developments

On Friday I connected with Wes Stillman, founder of Right Size Solutions (online at http://www.rightsize-solutions.com/) on a Google+ Hangouts On Air to talk about budgeting for a move to the cloud.

We also discussed how advisers can get their data back when separating from a cloud provider, plus what changes in hardware from Apple and Microsoft are doing to the future of the financial planner’s office.

Please join me for the next FPPad On Air session Friday, December 7 when my guest will be Blane Warrene, SVP of Customer Communications at RegEd, and the topic will be how financial advisers can use podcasts to grow their business.

Have suggestions on future guests, topics, or time slots? Contact me!

(Click to watch on YouTube)

FPPad On Air with Steven Ryder of True North Networks to address disaster recovery and business continuity planning for financial advisers

Today I connected with Steven Ryder, president of True North Networks (find them online at http://www.truenorthnetworks.com) on a Google+ Hangouts On Air to talk about disaster recovery and business continuity planning for financial advisers. Also in this broadcast is a discussion of the differences in hosting services (fully hosted, hybrid, and more) and the use of two-factor authentication to increase Internet logon security (see: Boost your online security with two-factor authentication).

And join me for the next FPPad On Air session Friday, November 30 when my guests will be Brian McLaughlin, CEO of Redtail Technology, and Corey Westphal, president of Mobile Assistant.

Have suggestions on future guests, topics, or time slots? Contact me!

Click here to watch on YouTube, and thanks for watching!

Lessons in business continuity and disaster recovery from True North Networks president Steven Ryder

Set your reminders for this Friday, November 16 at 4:15pm Eastern, 1:15pm Pacific for the next FPPad On Air broadcast.

Steven Ryder, president of True North Networks

Joining me this week is Steven Ryder, president of True North Networks, to talk about business continuity and disaster recovery lessons in the wake of superstorm Sandy.

True North Networks provides managed network support services to financial advisers and other small businesses. If you’re thinking about moving your servers into the cloud, True North Networks is one provider to consider.

Just check my Twitter profile or my Google+ page this Friday afternoon for the link to watch the On Air broadcast.

FPPad On Air with Russ Thornton to talk about cool apps for advisers

Today I connected with Russ Thornton of Wealthcare Capital Management (find Russ online at http://www.wealthcareforwomen.com) on a Google+ Hangouts On Air to talk about several apps and services he’s using to get more done in his business.

I want to make this a weekly broadcast for your benefit. Have suggestions on future guests, topics, or time slots? Contact me!

Here are the links to those apps we highlighted in the Hangout:

http://jobchangenotifier.com
https://birthdayco.com/index.php
http://getpocket.com
https://www.contactually.com

Home


http://www.workflowy.com

Click here to watch on YouTube, and thanks for watching!

FPPad On Air with Advisor Websites CEO Bart Wisniowski

Today I connected with Bart Wisniowski on a Google+ Hangouts On Air to talk about opportunities to improve financial advisors’ websites (duh!), new integrations and partnerships formed by the company, and lead generation tips.

I want to make this a weekly broadcast for your benefit. Have suggestions on future guests, topics, or time slots? Contact me!

Watch the replay on YouTube.