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This email is a sample of the AdvisorInsider email — what hundreds of financial professionals receive weekly full of tips, techniques and tools to build their practices. Subscribe here. Imagine walking into a store with something specific in mind. You don’t approach the sales help, but they don’t bother asking what you need either. You [...]
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Can’t beat awesome free resources I’ve been testing a new weekly email (called the AdvisorInsider) full of tips, tools and resources to help you build your investment business . We have over 100 advisors currently testing the email and the feedback has been great. You can see a sample newsletter here. According to one RIA: [...]
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Behavioral science is helping us make better investment decisions. It’s also really useful for attracting new clients. AdvisorInsider, a subscription email list for investment professionals serious about simplifying their marketing and using current media tools to grow their businesses. AdvisorInsider growing investment businesses with tips, tech, and tools Mind games. One of my football heroes [...]
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In a move that takes the brokerage industry out of the 1980s (yeah, cool parachute pants), industry trade mag, Registered Rep announced a new push to aggregate some user-generated content on its flagship website, RegisteredRep.com. I’m going to stop short and announce that this isn’t a direct threat to Seeking Alpha, the leading financial content [...]
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A lot of work is going into developing the next generation of financial powerhouses. Where traditional brokers/banks controlled the locus of power in the investing game, it’s not clear exactly who is going to take their place as their assets and influence have waned. Here are a couple of ways that firms are going at [...]
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Lots of interesting stuff going on in financial services. I recently had the opportunity to chat (email, really) with Carol Yuyi Zhou, Director of Marketing for Kalengo. Kalengo is really a hybrid of a lot of what’s interesting in today’s online investing environment: social, analytics, financial content curation, cross-platform, etc. It’s kind of a cross-breed [...]
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Interesting article at SmartMoney entitled, As Market Grew Volatile, Advisors Disappeared. Tough times for financial advisors at banks and large brokerage houses. There were 369,928 retail financial advisors at the end of the first quarter of 2010, down from 434,479 the same period last year, a decline of about 15%, according to the Financial Research [...]
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Wikinvest: What it is and where it’s going Don’t get me wrong. I really like the guys at Wikinvest. I’ve written a lot about how well their crowdsourced information and annotatable charts kicks the pants off of more static resources. I’ve also contended that the way Wikinvest deals with investment data is better by leaps [...]
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