Tag Archives: video

Online video for financial advisers: what technology you need to create and publish effective content

Posted on July 12, 2012 by in Practice Management

By now you’re likely familiar with the FPPad YouTube channel, featuring over 30 videos of interviews with financial planning technology vendors and thought leaders. The channel is quickly approaching 5,000 views collectively.

Perhaps you’ve been thinking about ways you can use online video to enhance your online presence. Video is becoming so ubiquitous on the Internet today that if you don’t have video content, others might view your firm as behind the times.

For this month’s Morningstar Advisor column, I reviewed a variety of techniques and technologies you can use to build a successful online video strategy.

Be sure to read Technology to Build Successful Online Video at Morningstar Advisor today.

Video: Technology Trends Affecting Financial Advisors

Posted on November 23, 2010 by in Technology

Bill speaks to Investius in a Financial Thought Leaders report on current technology trends and how they affect financial advisors. Be sure to visit Investius.com for other excellent reports in the Financial Thought Leaders series.

[Note: video below is Flash. Click here to view the Quicktime version for iOS devices at Investius.com]

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.