Nicole Johnson — February 10, 2017 — February 10, 2017 I migrated to Instagram as my preferred social media platform not that long ago, primarily because it appeals to my creative side more than other social platforms do. But recently, as a user, I find that more and more brands are interrupting my experience with … Continue reading A Look at Instagram and Its Use in Financial Services Marketing
Nathan Ive — February 10, 2017 — February 10, 2017 5 Trends Impacting the Financial Services Industry in 2017 Today, nearly every financial activity is being reimagined in some way, from banking, to lending, to wealth management. Tasks and transactions that once involved human interaction and paper money have overwhelmingly moved into the digital world, … Continue reading 5 Trends Impacting the Financial Services Industry in 2017
Paul Estcott — December 9, 2016 — December 9, 2016 Business forecasting is more an art than a science, which doesn’t mean it doesn’t rely on specific and hard tools and methods. In this day and age, a company can’t ignore the process of forecasting, whether it tries to envision future sales growth, market demand … Continue reading Improve Forecasting by Combining Financial and Operational Data
Sean G. McCormick — November 12, 2016 Follow @SeanG_McCormick— November 12, 2016 Whoa! Is it really November? We will be in a sprint over the next few weeks to wrap-up projects, get our budgets in order for year-end and to solidify 2017 planning. I asked my Head of Marketing what has her counting sheep at … Continue reading Enriching Relationships with Financial Advisors: A Holistic View at the Customer Journey
by Rich Ellinger Follow @wealthminderSeptember 5, 2016 One of the bigger hurdles people face when hiring an advisor is answering the question “How do financial advisors get paid?” If you can’t figure out how—and how much—your advisor gets paid for the work he or she is doing for you, it’s virtually impossible to determine whether … Continue reading Understanding How Financial Advisors Get Paid
by Min Fang Follow @mfang5September 4, 2016 Entrepreneurs are passionate about their business. After all, passion is a requirement to take the leap from idea to execution. However, before making the leap, an analysis of the opportunity, resource requirements, market forces, and potential profits should be completed. That’s where financial projections come in. Unfortunately, many … Continue reading How to Create Financial Projections that get Investors’ Attention
by Dan Blacharski July 22, 2016 Follow @Dan_BlacharskiJuly 22, 2016 Small businesses have always faced financial challenges, but today’s economic and politically-charged climate makes those challenges even more evident. Business credit is increasingly unavailable for small businesses, midsize businesses face a challenge in gaining control and transparency over their IT spending, and companies of all … Continue reading 3 Big Financial Realities for Small Business
by Jay Palter July 9, 2016 Follow @jaypalterJuly 9, 2016 Many of us take security for granted – until we no longer have it. Often, it takes us or someone we know suffering a breach, such as a home or auto break-in, to make us pay attention to our own security situation. The same goes … Continue reading 5 Simple Security Habits for Financial Professionals
by Ahmad Raza July 1, 2016 Follow @ThisIzSpartaJuly 1, 2016 1. Back to Basics To make lasting change in both your personal and corporate finances, you need to identify key areas where you can improve. I know, creating a list of “opportunities” isn’t exactly crazy or exciting. But, the resulting change can be. If you … Continue reading 5 Crazy Ideas for Turning Financial Challenges into Game Changers
by Amity Kapadia June 17, 2016 Follow @amitykapadiaJune 17, 2016 Think about the last time that you took out a loan or used an accountant to prepare your taxes. Even if your experience was positive, was it exciting enough to inspire you to refer the company to your friends, family, or colleagues? Did you run … Continue reading What the Data Says About Financial Services and Referral Marketing [Report]
