Socialware

6 Ways that Socialware Can Save Advisors from Social Media Failure

Social media can be much like the Wild West.  It appears to be a land of opportunity for advisors who want to prospect and post their thoughts on Facebook, Twitter and LinkedIn. But the free-wheeling atmosphere of social media networks can quickly seem like the O.K. Corral for executives and compliance officers. Now there’s a new sheriff in town. Socialware, […]

Financial Advisor Technology Tools

25 Awesome Financial Advisor Technology Tools – Winterberg

Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world.  But which ones are best for your needs? The myriad choices can […]

Financial Advisor Technology: 9 Apps to Improve Your Practice

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. Moderator: Joel Bruckenstein, T3 Panelists: Bill Winterberg, Founder, FPPad Davis Janowski, Technology Reporter, InvestmentNews This was probably one of the most popular sessions at T3. Unfortunately, the room was half the […]