Bill speaks to FPATelevision about the top three technology tips for financial advisers.
FPA and NAPFA Embrace YouTube
One piece of new information I picked up at the NexGen 2008 Conference is the presence of new financial planning channels on YouTube.
First on the YouTube bandwagon was NAPFA as they launched a channel, NAPFAVideos, in April. A few months later in June, FPA launched their channel, FPATelevision.
In addition to the launch of the new channel, FPA has announced a video submission contest. Video entries should address the contest theme How NOT to do Financial Planning.