Tag Archives: FPATelevision

How financial advisers can use Pinterest and QR codes

Posted on February 5, 2013 by in Technology

Here are two easy ways financial advisers can use Pinterest and QR codes to connect with clients and prospects

Last week, I connected with Lance Ritchlin, Publications Director for the Financial Planning Association, to highlight some quick takeaways on emerging technology for financial planners.

Specifically, Ritchlin wanted to know, is there any value in financial planners’ use of Pinterest (the “pinboard-style photo sharing website”), and what is one useful way financial planners can use QR codes?

Here are my best ideas all in under three minutes!

(click to watch on YouTube)

FPATelevision: The First Thing Advisers Must Do When Starting A Social Media Strategy

Posted on October 28, 2010 by in Technology

Bill speaks to FPATelevision on the first thing advisers must do when starting a social media strategy.

Follow FPA Boston 2008 Events on FPATelevision

Posted on October 6, 2008 by in Professional Development

FPA TVThis year I was not able to attend the FPA Annual Conference held in Boston (though I did attend last year’s conference in Seattle, practically in my backyard).  Nevertheless, I’ll be able to keep abreast on developments happening at the conference through FPATelevision.

I blogged about the addition of FPATelevision here, and I’m happy to see the channel continue to receive attention from the FPA operations staff.

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