Technology

7 social media tips for advisors

James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors

By James Pelmore (@jamespelmore) |October 1, 2011

1 min read

Juicing your email

If you currently work alone or have a small office, you have probably decided it’s not worth the cost and time of setting up and maintaining a separate mail server and just use the email service your internet provider or website host provides.

By Kevin Cork |September 26, 2011

5 min read

Kiss that fax machine goodbye

In this modern age of digital communication, VOIP, texting, smart phones and Skype, most of us in the financial industrial still have one big foot still planted blatantly in the 1960s. And no, it is not the shiny suits still worn by some insurance agents. It is the fax, first known as the facsimile transmission system (1900), telephotography (1907), the Belinograph (1925) and eventually the Magnafax Telecopier (1966)

By Kevin Cork |August 15, 2011

3 min read

An Office in the Clouds

Having recently been struggling with our tiny little network with its single server and five computers (one remote) I have been exploring alternatives to having to constantly deal with the lag for the remote and the occasional hassle from a maintenance point of view.

By Kevin Cork |June 29, 2011

5 min read