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The growing imperative for financial advisors to use social networking sites like Facebook, Twitter, and LinkedIn presents an interesting quandary beyond the obvious compliance restraints: how do you balance your personal and professional personas online? Some items to consider: What is your personal brand? Is it strongly tied to you as an individual, or is
Putnam’s veteran portfolio managers offer timely insights on events making news and moving markets.
Slide Rocket keeps your PowerPoint presentations intact when shown on the iPad, without jumbling the fonts or changing your graphs.
We were always taught to start at the beginning and create a structured outline when writing a presentation or talk. An app like iThoughts brings mind mapping to the iPhone or iPad, capturing the immediate free flow of thoughts and creativity that precede putting actual pen to paper.
The Federal Reserve’s free data app is a must-have for any information-hungry advisor.
As a financial advisor, should you start a blog? Consider these pros and cons first.
Your LinkedIn Summary is your personal brand statement in 150 words or less. Here are 5 things to consider when writing it.
Get more out of your client meetings and increase your follow-up potential by taking notes directly on your iPad.
Rich Site Summary, also dubbed “Really Simple Syndication,” is web-enabled software that helps you cut to the heart of a website’s content, bypassing ads, flashy design, and other promotional items that you may not care about.
For all the knocks on Twitter’s superficiality and 140-character limit, it’s hard to dispute the social network’s ability to capture public opinion. Breaking news often originates from Twitter and spreads like wildfire through the network as millions of users record their opinions in real time. Whether or not you post on Twitter, you can use