Tag Archives: Investment News

FPPad Bits and Bytes for March 1

Posted on March 1, 2013 by in Bits & Bytes

I’m in New York today presenting once again on technology that can transform an adviser’s business. Hopefully I’ll get through sequester-furloughed TSA screening to make my flight home!

Here are this week’s stories of interest:

Tales from T3: What jumped out from InvestmentNews.com

[Davis Janowski covered last month’s T3 conference on the spot, and fills this report a few weeks later about things that still stand out. Among the items are a 3D-printed “decoder ring” from Fidelity’s mad-scientist-in-chief Al Lee, TradePMR’s new Fusion platform, cloudRIA, and Orion Mail from Orion Advisor Services.]  Now that I’ve had a little time to mull things over, I thought I would share some of the highlights. While the sessions were useful and popular, I often find it most informative to visit the vendor booths — and there were more than 80 companies on hand at T3.

Upcoming Webinars on Social Media and Cost-Saving Technology

Posted on June 1, 2009 by in Practice Management, Technology

Over the next week, I’ll be participating in two webinars that I hope you will attend.

First, Andrew Gluck at Advisor Products, Inc. has asked me to participate in Friday’s Financial Crisis Webinar Series. The topic is Advisors Using Social Networking Successfully. I will share some of the experiences I’ve had through the use of Twitter, LinkedIn, and Facebook mediums that have personally resulted in new connections and new business.

Click here to register for the Friday, June 5 webinar Advisors Using Social Networking Successfully.

Second, I’ll be part of a panel hosted by InvestmentNews to offer 50 Cost-Saving and Money-Making Ideas in 50 Minutes. I have a list of my top 10 technologies that I believe financial advisers can use to save money, make money, and sometimes both simultaneously. There should be at least one good tip for every adviser listening to the webinar.

Click here to register for the Tuesday, June 9 webinar 50 Cost-Saving and Money-Making Ideas in 50 Minutes.

Hope to “see” you on the web.