Few would debate the notion that we live in a media-driven world today. So when one of our clients approached us to discuss options to redeploy the firm’s website, the topic at the top of our list was media generation. …
The global marketing landscape is quietly undergoing a significant transformation due to recent technological trends. We believe this transformation will mandate a paradigm shift be embraced by your firm with respect to its marketing efforts if your firm desires to …
In Social Media for RIAs Part III, I made the case for increasing your firm’s online exposure by driving traffic to your website and allowing viewers to share your website content via their social media use, not your firm’s …
We’ve been fans of Microsoft’s Business Contact Manager product since its launch, even though it was riddled with idiosyncrasies that limited the product’s initial appeal. But the idea of a customizable CRM package operated entirely within Microsoft Outlook was good …
In Part I, we discussed some of the perils of social media use relative to the RIA business model. But, we also identified two legitimate uses, in our opinion, of social media for RIAs – content distribution and social …
In Part I of this topic, we identified the two best uses, in our opinion, of the social media explosion that RIAs should leverage right now. We believe RIAs should (1) exploit the segregative nature of social media for the …
The topic of social media use by the registered investment advisory community, including the how, where, why and when, merits a pretty thorough discussion; and it is one which we have been really excited to share with the community. Because …
When I received a call from one of our clients today regarding missing data, I was reminded of that insurance company’s series of commercials where the actor represents the embodiment of mayhem. During the hectic nature of quarter-end reporting and …
