The word “disintermediation” is not very common in a financial advisor’s vocabulary. Typically, financial advisors work with intermediaries like banks and other financial institutions when managing their client’s finances. I mean, a financial advisor is an intermediary in and of itself - they act as the middle ground between a client and their finances. So […]
What Financial Advisors Need to Know about Peer to Peer Lending
June 23, 2011 by Amy McIlwain
Filed Under: Financial Advisors, Social Media Tagged With: business, Financial Services, Investment, Lending Club, Loan, Person-to-person lending, Prosper, Social network service
Advisor Advice: Expert and Executive Tips for Financial Advisors
June 14, 2011 by ByAllAccounts
Words to the wise from our elite team of experts and executives with knowledge and experience from all corners of the financial services industry. Practice Management Tip: James Carney, CEO “Good practice management starts with good process management/understanding. Take one internal process per quarter, (i.e. account opening) review it, revise it, document it and put […]
Filed Under: Facebook, Financial Advisors, LinkedIn, Marketing, Search Engine Optimization (SEO), Social Media, Twitter, YouTube Tagged With: Business development, ByAllAccounts, Financial Services, HNW, Investment, James Carney, marketing, Practice management software
Interview with Annuity News Now
Financial Social Media President Amy McIlwain”s interview with Annuity News Now covers the use of social media to enhance professional practice, as well as overcoming compliance issues and guidelines. [vimeo]http://vimeo.com/20652222[/vimeo]
Filed Under: Compliance, Financial Advisors, Marketing, Social Media, Study Tagged With: business, facebook, Internet Marketing, Investment, Life annuity, Marketing and Advertising, social media, Social media marketing
