6 Ways that Socialware Can Save Advisors from Social Media Failure

November 18, 2015November 20, 2015 Craig Iskowitz Software Review Compliance, Facebook, Financial Advisors, LinkedIn, Social Media, Twitter 1 Comment

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, […]

25 Awesome Financial Advisor Technology Tools – Winterberg

April 27, 2015May 12, 2017 Craig Iskowitz Conference Summaries, Technology Advisors, ArchiveSocial, Bill Winterberg, BlackDiamond, CampaignMonitor, Compliance, Constant Contact, Financial Advisors, Hearsay Social, Laserfiche, LinkedIn, MailChimp, Orion Advisor Services, PocketRisk, RegEd, Risk Management, Riskalyze, Rixtrema, smarsh, Socialware, T3, T32015, Tamarac, Twitter, Vertical Response 7 Comments

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 […]

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