Archive for Technology
Financial Planning Technology Survey 2010 Released
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The fourth annual Financial Planning's Technology Survey, written by Joel Bruckenstein, was released this past week on the Financial Planning website. View the entire article here. The annual article is always informative, particularly to see which software is being used more or less than the previous year by advisory firms. This year, a number of thought-provoking points were revealed in ...
Schwab Intelligent Integration Software Partners
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I was awaiting the announcement after the Schwab Advisor Services IMPACT 2010 conference regarding the selection of software vendors to be included in their Intelligent Integration (formerly called Project C). For those of you who were unable to attend the conference (like me), I have some links to articles below that will help sort out what was ...
The Power of Using Videos
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While researching YouTube options for use on the AdvisoryQuest website and/or blog, I came across this video from Ann Bachrach which I will use as an example. Ann provides coaching solutions to business owners including financial advisors. Since social media is both a timely and relevant topic for financial advisors, I decided to use this video. We have all seen videos of ...
Create Your Own University
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Last month, Bill Winterberg wrote an article for MorningstarAdvisor.comabout creating your own university, or internal training and documentation. The neat thing mentioned was the software program,Camtasia Studio ($299 for PC, $99 for Mac) that allows you to record a program window, screen region, or entire desktop. These can be used along with an audio narration to be ...
Upcoming Webinars
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Build a Client Advisory Board- July 29 4:15EDT- on MorningstarAdvisor.com. Sponsored by Lincoln Financial. Learn how a client advisory board can help you gain insight from your best clients and build top-client loyalty. Check out other webinars from MorningstarAdvisor.com here. To Custody Or Not To Custody- August 11 from 2:00pm to 3:00 EDT- on Financial Advisor ...
Web-based Email Archiving and Compliance Tool Review- MarketCounsel MailBanc
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If you are a small to mid-sized RIA firm looking at ways to archive email and other social media, RIABiz had a recent article about a relatively new product, MailBanc from a company named MarketCounsel. The product is developed as an affordable solution for small to mid-sized RIAs. Click here to read the entire article.
Schwab and TD Ameritrade Offer Online Training for RIA Clients
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For those of you manage employees and who custody with Schwab or TD Ameritrade, or are considering either of these firms as a custodian, a new training solution was reported in a recent WealthManager article (click here for the article). Schwab has recently introduced Schwab Advisor University to help its independent RIA clients use their tools and resources. SAU currently include ...
Getting Started with Document Management Technology: A Guide for Advisors
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This white paper, sponsored by Investment Advisor and Laserfiche, covers how financial advisory firms can benefit from implementing a document management solution in their firms. Click here to go to the site to download the white paper.
Scheduling Meetings Using Tungle.me
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This article, by Bill Winterberg on MorningstarAdvisor.com, details a new way to schedule client meetings without some of the back-and-forth hassles many advisors encounter while trying to identify the best available meeting time. The product, Tungle.me, is a free web-based scheduling application that provides an external calendar allowing clients to see when you are available for a meeting. Click here to read ...
Bob Veres, Editor and Publisher of Inside Information, put out this white paper to examine the future of the financial advisory business. He consults with a number of thought leaders in the industry to get their take on where the industry is headed and the opportunities available to those involved in the financial advisory profession. Fantastic reading for ...
