Tag Archives: Business Solutions

FPPad Bits and Bytes for March 11

Posted on March 11, 2011 by in Bits & Bytes

Bill’s recovery from last week’s illness has been slow, so progress on projects at FPPad headquarters has been incremental this week. Nevertheless, we’ve made sure to scour the industry’s top sources of technology related articles for the financial planning community.

Here are this week’s top stories:

Socialware Joins with LinkedIn to Unlock Social Media for Financial Services from Socialware.com

Socialware, the leader in social media compliance and engagement, today announced an exciting relationship with LinkedIn that will enable financial services organizations and professionals to access the extensive networking, marketing and research capabilities available on LinkedIn while remaining compliant with SEC, FINRA, IROC, FSA and state regulations on electronic communication.

Eavesdropping on the FPA Business Solutions conference: Mobile apps, web-based marketing — and how you can make the most of the connected world from RIABiz.com

Fittingly located near MIT, the FPA Business Solutions 2011 conference had a technology bent in an agenda jam-packed with business and practice management content.

Best Minds Converge in Boston from ByrnesConsulting.com

Mike Byrnes of Byrnes Consulting published six articles and photo reviews of last week’s FPA Business Solutions 2011 Conference. Our favorites are Six Technology Tips From The FPA Conference and Social Media Compliance Is A Gray Area

Giant of the broker-dealer tech world takes aim at Advent at RIABiz.com

(Bill’s note: If you’re a big (>$500m AUM) firm that seeks an elite portfolio management platform, here’s one worth considering.) Vestmark, which provides the technology behind big name companies like LPL Financial and UBS, is taking its time-tested platform directly to RIAs.

And finally, this month’s technology column from Morningstar Advisor, New Trends in Tech at T3.

 

 

Change of Plans for FPA Business Solutions 2011 Live Blog Updates

Posted on March 2, 2011 by in General

We were hoping to bring you a series of live blog updates from FPA Business Solutions 2011, but Bill fell ill Tuesday night and felt it necessary to cancel his travel plans to the conference (face it; you don’t want that guy with a fever and a monster cough sitting next to you on a three-hour flight, do you?!?).

So be sure to monitor the back channel activity on Twitter by following the #BizSol11 hashtag, and check back with us on Friday for this week’s Bits and Bytes post.

What to Expect at FPA Business Solutions 2011

Posted on February 23, 2011 by in General, Practice Management

We just returned from a terrific T3 Conference, and in just over one week, we’ll be traveling again, this time out to Boston to present at FPA Business Solutions 2011.

Bill will be participating on a panel discussion titled Best Practices When Using Social Media at 3:15PM on Thursday, March 3. Mike Watson of TD AMERITRADE Institutional will moderate and Bill will share the panel with Andrew Gluck of Advisor Products, Inc. and Marie Swift of Impact Communications.

Click here to view the full FPA Business Solutions 2011 schedule. There’s still time to register so you don’t miss the great info at this event!

This year’s Task Force consists of a “who’s who” list of influential consultants, vendors, and practice management experts who have assembled a stellar agenda of topics and speakers.

We’re particulary interested in the preliminary release of the 2011 InvestmentNews Advisor Technology Study. In 2009, InvestmentNews partnered with Moss Adams LLP to continue the biannual benchmarking study on compensation and staffing practices of independent financial advisory firms.

What we feel has been missing in past studies is an analysis of the technologies employed at the top firms, and what specifically contributes to their performance. For example, if 90% of the most profitable firms all use dictation services from Mobile Assistant, wouldn’t you want to embrace dictation from them, too?

Finally, everyone attending FPA Business Soltuions 2011 is invited to participate in the social media back channel using the Twitter hashtag of #BizSol11.

[blackbirdpie url=”http://twitter.com/#!/fpassociation/status/35052439480565760″]

View the Archive of Tweets from FPA Business Solutions 2010

Posted on March 3, 2010 by in Practice Management

Today was the final day of FPA Business Solutions 2010 in Dallas, TX. To capture the back channel discussion on Twitter, I used the Tweetdoc.org website to create a PDF file of tweets with the #FPABizSol hashtag.

Tweetdoc is free and extremely easy to use, and it outputs a fairly pleasing document to boot.

Click here to view the 96 tweets captured for FPABizSol.

FPA Business Solutions 2010 Conference Twitter Hashtag

Posted on February 26, 2010 by in General

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.

Nevertheless, you can click here to view all tweets with the #FPABizSol hashtag.

The Necessity of CRM at FPA Business Solutions 2010

Posted on February 25, 2010 by in General

Today I put the finishing touches on a CRM presentation prepared for next week’s FPA Business Solutions 2010 conference. I’m appearing along with Laurie Gripshover, a professional coach and consultant to financial services professionals, in a session titled CRM: No Longer a Luxury: A Necessity on Monday morning. Davis Janowski, the technology reporter for InvestmentNews, will be the moderator.

Click here to view the entire conference agenda.

I’ll be attending most of the sessions on Monday and Tuesday, so if you see me, stop me and say hello.