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10 Social Media Time Savers for Busy Financial Advisors

Posted on May 17, 2012 by in Blog, E-mail, Facebook, Financial Advisors, LinkedIn, Marketing, Mobile, Social Media

Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy”, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore” button. Let’s face it, we’ve all been there because we’re all insanely busy. And among a [...]

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10 Mobile Apps to Keep Financial Advisors Ahead of the Game

Posted on March 15, 2012 by in Blog, Facebook, Financial Advisors, LinkedIn, Marketing, Mobile, Social Media, Twitter, Uncategorized

Whether it’s an iPad, Blackberry, Macbook, iPhone, or Android, just about everyone owns a digital device to maintain global connectedness and communicate with co-workers, family, and friends with the mere touch of a screen. “Having the world in the palm of your hand” used to be a metaphor; today it’s a reality. Technology has not [...]

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