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Ray Sclafani
How Financial Advisors Can Lever the Fiduciary Standard
You may have seen this provocative article in this past weekend’s NY Times, “A Fancy Financial Adviser Title Does Not Ensure High Standards”.
MSSB Financial Advisors Embrace Digital Marketing: Where are You?
Following a pilot program that gave 600 financial advisors access to Twitter and LinkedIn, Morgan Stanley Smith Barney has taken the training wheels off and gave...3 Tips for How Financial Advisors Can Serve Up a Fresh, New Website
For financial advisors, a website is the gateway to your practice for potential clients. An interesting, informative website serves to welcome potential clients and help...
RIA Regulation Moves Forward
Ever since the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in July 2010, RIAs have been wondering what regulatory agency they would...
7 Financial Advisory Blogs that Rock, Part 2 of 2
Last week, we observed that blogging is finally coming of age for financial advisors. As more financial service companies find a way to work within compliance issues,...
7 Financial Advisory Blogs that Rock: Part 1 of 2
Blogging is finally coming of age for financial advisors. It used to be that blogging was optional – advisors could do it or not, and if not...hassles with compliance...
Financial Advisor Coaching: Picking the Right Coach
If you are a financial advisor who wants to enhance the effectiveness of your team, solve challenges that are unique to your practice, or begin thinking bigger about...
Spark your productivity with 19 useful iPad Apps
As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an...
New Financial Advisor Marketing Tools
Inbound marketing is the buzz. Social media is the rage. None of this has been done before in financial services. It is indeed unique and requires today's financial...
Creativity ='s Iceland!
There's a really fun, and creativity-inspiring, article in the most recent SMU newsletter. That's Singapore Management University, by the way. (Sorry to all of you...