Tag Archives: Mark Tibergien

FPPad Bits and Bytes for July 12

The upper cascade portion of Amicalola Falls in the north Georgia mountains

The upper cascade portion of Amicalola Falls in the north Georgia mountains

I spent much of the week on vacation at Amicalola Falls State Park in Georgia, home to the tallest waterfall east of the Mississippi.

So, you know that this week’s stories of interest are some of the best for me to take time away to list them here:

Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer from BusinessWire.com

[Earlier this week I posted my interview with former-president-turned-chief-strategy-officer Mike Paulus of Addepar (see: Managing over $100 billion, Addepar’s Mike Paulus reveals how the company will cultivate RIA business). I had to add an explanation at the beginning of that video because of Paulus’ title change, and know we know why. Addepar now has a new CEO, and President and COO, who bring seasoned experience from Palantir (Addepar co-founder Joe Lonsdale’s more recognized venture) and the private equity industry.] Addepar, the leader in smart technology platforms for global wealth and investment management, today announced the appointment of Eric Poirier as Chief Executive Officer and Karen White as President and Chief Operating Officer.

Client of the Future from AdvisorOne.com

[Practice management expert Mark Tibergien, Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company, issues a stern warning that if your firm isn’t changing to adapt to service expectations of Gen X/Y, you’re in trouble. Tibergien is inspired by Cam Marston’s book Generational Insights and argues that the tactics used to satisfy baby boomers won’t work with the client of the future.] Something has been nagging at us about the way in which most advisory firms are oriented. The epiphany came when we realized our view was more about the advisor of the future than the client of the future.

Twitter Advertising: A $100 Experiment Pays Off from Financial-Planning.com

[I don’t think columnist Dave Grant wrote the title of his article, because I don’t think he would have used the phrase “pays off.” Grant experimeted with advertising and promoting his Twitter accounts with $100 seed money, and experienced ho-hum traffic to his website. Remember, nearly anyone can access Twitter analytics for free (my screencast showing how is embedded below) and you can see your account with as little at $1 for some testing. You don’t have to start with $100.] As an avid Google Analytics user, and having previously explored Facebook ads, I thought I would see what effect “Promoted Tweets” would have on my website.

15 power Tweeters every adviser should know from InvestmentNews.com

[Remember, you don’t have to tweet to get benefits from Twitter. Following these 15 “power Tweeters” recommended by Nerd’s Eye View publisher Michael Kitces will get you off to a fast start to get the most out of Twitter without the compliance headaches of posting your own tweets.] While there are many social media lists out there of people and businesses to follow on Twitter, InvestmentNews’ own Power 20 “Power Tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and the blog Nerd’s Eye View maintains a list of people financial advisers should follow on Twitter.

FPPad Bits and Bytes for January 4

Don’t forget, FPPad On Air returns today at 4:15pm Eastern with more live broadcasts of technology and practice management discussions. Visit my Twitter profile or Google+ page for the link to watch beginning at 4:00pm Eastern.

It’s the first Bits & Bytes update for 2013! Here are this week’s stories of interest:

Competing in a Saturated Market from AdvisorOne.com

[Mark Tibergien lays it out pretty clearly: if all financial advisers use the same words to describe what they do, how can they ever expect to stand out from the rest? So here’s a thought. Stand out because of your technology. Be as paperless as possible. Accept electronic signatures. Present from your iPad. Publish a public version of your calendar your clients can use to book meetings. Create your own screencasts. There are just a few ways you can use technology to do something that your competition isn’t.] The point is the lack of clarity in financial services business models and the profusion of practitioners plying their trade using virtually the same branding has created a saturated market.

Orion Forges New Technology Partnership With Orchestrate from PR Newswire

[You’re likely very familiar with what Orion does, but Orchestrate and their main product, ProcessComposer, is probably a mystery. However, one of the Schwab IMPACT award winners two months ago was the Foster Group, from where Orchestrate was born. If you’re a Salesforce CRM shop and need some way to enhance it with workflows, ProcessComposer is one option. Now I have to admit, I have a podcast waiting to be edited on both the Foster Group and Orchestrate, but it’ll be another week before I can edit that for publishing! So stay tuned.] In their quest to deliver their technologies to additional advisory firms, Orion and Orchestrate have embedded their technologies inside Salesforce’s AppExchange, and have now entered into agreements to leverage each other’s respective technologies.

Tibergien Podcast on Practice Management

PuzzlePart of my semi-daily web browsing habit is to check out the podcasts available at the Investment Advisor magazine website.  Recently added is a podcast of an interview with Mark Tibergien, the current CEO of Pershing Advisor Solutions.

02/23/2012: The content has been removed. Click here to listen to the Tibergien podcast on IA’s website. (opens an embedded audio player)

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