Financial Advisor Technology

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  1. How Advisors Can Win at SEO with Their Websites

    Given the competition from other financial advisors, it is wise for you to practice good SEO to increase your chances of ...
  2. Treasury Looks to Close Family Business Estate Tax Loophole

    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  3. Best Tools to Identify Potential Clients

    These are some of the best tools and resources to cost-effectively identify and communicate with potential clients.
  4. Top Digital Marketing Tips for Financial Advisors

    Advisors may want to consider these digital marketing tips when it comes to maximizing the effectiveness of their social ...
  5. LinkedIn: How Advisors Can Use It to Grow

    Here are some best practices on how financial advisors can leverage LinkedIn to connect with more potential clients.
  6. Why It's a Great Time to Launch an Advisory Firm

    The time is ripe to be a young financial advisor. Here's why.
  7. How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  8. How Advisors Can Use Inbound Marketing to Grow

    A smart way to start adding more clients to your roster is to add inbound marketing to your marketing tool chest. Here's ...
  9. 4 Ways Wealthy Men and Women Differ as Investors

    Research validates that wealthy men and women invest differently. Here's why—the insights may help advisors better tailor ...
  10. 3 Top Advisor Benefits From Social Media

    Social media is a valuable business tool and it's here to stay. Here are three big benefits that advisors can realize from ...
  11. How Advisors Can Build and Manage Their Google Footprint

    These tips will help you manage and boost your presence on Google.
  12. Top SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how to improve rankings and drive more search ...
  13. How Advisors Can Write Better Investment Commentary

    If you're providing any type of expertise to clients in writing, it pays to make it high quality. Here's how to do that. ...
  14. Why Fiduciary Rule is Good News for Small Plans

    Under the new fiduciary rule small business owners may be subject to less risk for the plans that they sponsor. Here's why. ...
  15. How Advisors Can Use Podcasting to Grow Their Business

    Financial advisors can leverage podcasting to increase their brand awareness and earn new business. Here's how.
  16. 4 Tips to Attracting Affluent Business Owners

    Successful business owners comprise a substantial portion of affluent households in America. Here are some tips on how advisors ...
  17. Top Tips on Winning Advisory Clients by Blogging

    Even if you're not a writer, blogging is one of the best online marketing moves you can make to grow your business. Here ...
  18. Why Clients Part Ways with Advisors

    Clients fire financial advisors for many reasons. Here's a rundown on why they're likely to do so and how to avoid losing ...
  19. 4 Tips on Being Upfront About Fees with Clients

    Advisors should be proactive in discussing fees so clients know what they are paying. Here are some pointers in how to start ...
  20. Advisors: Tips for Selling Your Practice to a Larger Firm

    Selling any business can be fraught with risks and obstacles and financial advisory firms are no different.
  21. 5 Top Tips to Get Referrals from Influential Pros

    Getting referrals from other professionals can be one of the best ways to grow your business. Here are five ways to do it.
  22. How to Prep Your Tech for Fiduciary Rule Compliance

    The fiduciary rule will force many advisors to restructure their businesses. Those who start upgrading their technology now ...
  23. How Advisors Can Get Social Media Right

    Most financial advisors today are using social media to help build their client base. Here are some tested basic guidelines ...
  24. 8 Top Tips to Selling Your Advisory Practice

    Selling your financial advisory practice is one of the most important transactions you will complete. Here's how to be sure ...
  25. Tips on How Advisors Should Handle Online Reviews

    Few websites provide reviews of advisors but that could soon change with the SEC revising some of its rules. Here's how to ...
  26. How to Land a Job at a Startup

    Essential tips for differentiating yourself among the growing pool of applicants that hope to join a start-up.
  27. 7 Easy Steps to Negotiating a Raise

    Salary negotiations aren't easy, but even if your company is on a tight budget, you can still ask for more.
  28. 5 Signs You're Being Overworked at Your Job

    Starting to feel overwhelmed with your job? Here are five signs that it might be time to make a change.
  29. 10 Surprising Companies That Began as Underdogs

    From fast food to electronics, these success stories give hope to leaders who, despite lacking funds, possess unshakable ...
  30. How Gluten-Free Eating Is Impacting Supermarkets

    The gluten-free diet is changing the food choices of a large number of consumers, and the food industry is taking note and ...
  31. Measuring Job Satisfaction in the Millennial Age

    Generation Y embodies the trend towards meshing office life with play, and is creating a new and unique work/life balance. ...
  32. The Most Successful Brands On Social Media

    What major firms have managed to take advantage of the massive monetizing potential presented by social media?
  33. A Look At Lenovo's Strategy & Business Model

    Lenovo has emerged as one of China's most renowned multinational corporations. We examine the strategy and business model ...
  34. Is Lenovo A True Disruptor Of The Laptop Industry?

    Lenovo has cut costs, taken market share from top competitors and caters to both consumers and institutions, but is it a ...
  35. Cold Calling Vs. Networking

    Why networking is taking over from cold calling as the best way for financial advisors to grow their client base – and where ...
  36. Understanding S Corporations

    This corporate structure is favored by many entrepreneurs, including financial advisors. Here's an overview of its advantages ...
  37. Steps For Adding New Services To Your Finance Business

    Advisors who seek to add additional lines of business to their practices need to carefully consider all the factors involved.
  38. How Business Owners Can Attract Word-Of-Mouth Referrals

    Being average is not an accomplishment. To thrive and grow, you and your business need to stand out.
  39. The Cost Of Hiring A New Employee

    Hiring a new employee means more than just a salary ... a lot more.
  40. Undersubscribed

    A situation in which the demand for an initial public offering of securities is less than the number of shares issued. Also ...
  41. National Association of Insurance Commissioners - NAIC

    A nationwide organization whose main responsibility is to protect the interests of insurance consumers. Some of the main ...
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Hot Definitions
  1. Moving Average - MA

    A moving average (MA) is a widely used indicator in technical analysis that helps smooth out price action by filtering out ...
  2. Stop Order

    A stop order is an order to buy or sell a security when its price increases past a particular point in order to limit losses ...
  3. Inflation

    The rate at which the general level of prices for goods and services is rising and, consequently, the purchasing power of ...
  4. Candlestick

    A chart that displays the high, low, opening and closing prices for a security for a single day. The wide part of the candlestick ...
  5. Indicator

    Indicators are statistics used to measure current conditions as well as to forecast financial or economic trends.
  6. Liability

    Liabilities are defined as a company's legal debts or obligations that arise during the course of business operations.
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