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Jan 20, 15 •
4212 Views •
Apps, Content Creation, Mobile, Social Media, Technology •
admin •
1 Comment
Editor’s Note: The biggest hurdle we hear from our readers when it comes to social media is, “how do I keep it coming with fresh content?”. That is explored here from the perspective of having an editorial calendar. This is not just a tool...




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Jul 2, 14 •
6669 Views •
Apps, Mobile, Technology •
Bryan Mills •
No Comments
Back in the 1970′s and 1980′s there was a TV commercial for Reese’s Peanut Butter Cups. It ran something like this, “You got your peanut butter in my chocolate! No, you got your chocolate in my peanut butter! Delicious!” This...




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Feb 18, 14 •
12448 Views •
Apps, Mobile •
Todd Greider •
No Comments
Everywhere you look, marketers are telling you that you need to leverage technology. With that in mind, I thought I would provide this quick tip for advisors seeking to leverage technology (particularly the iPad for presentation purposes). At this point in...




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Dec 3, 13 •
14117 Views •
Apps, Mobile •
Bryan Mills •
No Comments
Financial Advisors demand clear, concise up to the second quotes and news at a moments notice. From the start of my career in the financial services industry, real-time and streaming was the only choice with no substitutions. Analysis, trading, and monitoring...




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Sep 25, 13 •
25672 Views •
Mobile •
Bryan Mills •
No Comments
The iPad is equipped to conquer many everyday tasks particularly well; nevertheless, it cannot run Adobe Flash Websites. Perhaps it can. I recollect searching the App Store far and wide to decipher this puzzle. I discovered this strangely titled application...




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Aug 8, 13 •
5080 Views •
Apps, Mobile •
Todd Greider •
No Comments
I think we can all agree that technology is changing the way financial advisors conduct business. However, did you know that in order to become the Advisor of Tomorrow, you must have the “Anywhere Office?” By this I mean that you must be able to conduct...




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Jul 8, 13 •
4015 Views •
Apps, Mobile, Technology •
Bryan Mills •
No Comments
Boxer Boxer says its the first mobile email app to combine the best of your favorite mail features with some major improvements to help you on the go. What I have experienced is an email app that allows you to quickly get your email down to zero, while...




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Jul 8, 13 •
4446 Views •
Apps, Mobile, Technology •
Bryan Mills •
No Comments
StockTouch StockTouch is like a living, breathing Monet painting of the top 100 US and Global markets. Most financial industry professionals that have been trading for over 20 years probably remember the days of the Quotrek. You would be looking at a screen...




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May 10, 13 •
22636 Views •
Apps, Mobile, Technology •
Darryl Burma •
No Comments
As each day passes more people are switching to mobile devices like tablet computers & smart phones to conduct daily online tasks. This is not exactly breaking news but with so many mobile apps on the market what might not be as apparent for financial...



