Technology

Seven steps to social media engagement

Social media tools and technology are rapidly emerging as essential places for trusted advisors and practice professionals to build their reputation and expand their business networks. With the dizzying array of tools and sites out there, it can be difficult to know where to start or what to do after you start. With this in […]

By Jay Palter |November 2, 2010

3 min read

Follow the money, embrace social media

Mention social media to most advisors and they are more likely to think of their kids tweeting about the latest Justin Bieber track, rather than their high-net worth investors (HNWI). But the wealthy are more interested in social media than you might think. That wake up call came at the Strategy Institute’s 12th annual Marketing […]

By Vikram Barhat |October 27, 2010

3 min read

Listen before you leap into social media

Everywhere you turn these days, people are talking about social media, and rightly so. Social media tools are maturing, demographics are changing and the way that people network and build reputation is evolving. Should you set up a Facebook page? Should you Twitter? What about blogging? What would you blog about? How much time is […]

By Jay Palter |September 24, 2010

2 min read

De Goey: Cobalts and Geos

Marketing is so pervasive these days that it is often hard to distinguish between truth and the self-serving positioning. The financial services industry has long played a tacit game regarding costs, where product manufacturers and distributors downplay the importance of cost in order to maximize revenues. The inescapable truth is the more a product or […]

By John J. De Goey |May 12, 2010

3 min read