by Zack Miller on November 22, 2011
This post is sent free to growth-minded subscribers to my weekly marketing and sales email, Advisor Insider. Subscribe (free) here. ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: Brokers aren’t used to creating their own presentations. Compliance rules, you know. Series 7s take stock presentations and add their names to personalize ‘em. I’ll let you in on a secret though: most of [...]
by Zack Miller on November 2, 2011
My 3 tools for content curation for financial advisors saw more interest than a photoshopped image of Paris Hilton in a dentist’s chair. And it makes sense: by pointing your clients to important news, data and analysis, you’re effectively playing financial coach. But the awesome thing is that you’re the coach — without having to [...]
by Zack Miller on October 31, 2011
I send actionable, how-to articles to thousands of advisors every week as part of my AdvisorInsider email list. Interested? Subscribe below. Subscribe to our mailing list :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: You can’t be good at everything you do. My grandfather impressed upon the value of specialization, of becoming really good at one thing and just running with it. [...]
by Zack Miller on June 17, 2010
Just penned some thoughts about the recent news that Yahoo Finance is getting into blogging and curation over at my book’s website (migrating much of my writing over there — head over and sign up!). Money quote: This is a risky strategy. In essence, the financial portal is pitting itself opposite all its content partners [...]
by Zack Miller on March 16, 2010
Stock Twits rolled out a refresh of their website yesterday with some nice new functionality for users. One thing that really jumps out at me is that there are even more ways to filter the tradestream: in addition to filtering for authors and stocks, users can slice and dice the stream according to asset classes [...]
