Study: How “social” are the Mass Affluent?
Can financial advisors reach affluent individuals via social media? A recent survey suggests you can.
Page 15
Can financial advisors reach affluent individuals via social media? A recent survey suggests you can.
LinkedIn offers a variety of Premium account levels. What do they offer for financial advisors?
Putnam’s new online calculator helps you educate clients by performing side-by-side comparisons of CDs and municipal bonds.
Here are a few apps to consider for clients who want to manage their budgets and expenses more efficiently.
Certain words used in a social media context can trigger scrutiny by regulators. The terms below are a small subset of what regulators routinely look at when evaluating the appropriateness of social media communication. These terms are worth considering any time you are writing Tweets, LinkedIn updates, or Facebook posts. You should always determine the
Make your smartphone into a hotspot to enable your wifi-only devices to connect to the Internet.
Want a reminder based on where you are, rather than at a specific time? Learn how to set reminders that activate when you’ve arrived at a client’s office, your home, or any geographic location.
Make work travel more productive with these apps and tools for your smartphone or tablet.
Whether or not you post on Twitter, knowing the basics can be quite useful, especially as you follow trends and topics relevant to your business. Here, we include terms for new users as well as techniques that can help experienced tweeters take greater advantage of Twitter features. Tweet A 140 character (or less, including spaces)
Take notes right on your iPad using a stylus or your finger.