Future of financial advice
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Future of financial advice
Information, tools and strategies for the innovative financial advisor
Curated by Jay Palter
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Online financial advice in the future

Online financial advice in the future | Future of financial advice | Scoop.it
Online financial advice is certain to play an increasing role in how we manage our finances and investments, but which approach will triumph in the long-term?

 

Three options are explored:

 

1. The Virtual Adviser – Online tools that seek to replicate what financial advisers do today. Discover, educate and advise.

 

2. The Remote Adviser – Leveraging technology to connect financial adviser and client, regardless of location.

 

3. The Social Adviser – Crafting online communities capable of educating and advising one another.

 

What do you think?

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World’s Rising Wealthy Lead Information Age: Futurewealth Report

Wealthy people around the world have high levels of engagement with the Internet’s future possibilities, with important implications for the wealth management industry, according to a new study.

 

This is a KILLER study. Must read for any financial services professional.


Via AdvisoryQuest
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Jay Palter's comment, December 6, 2012 12:06 PM
GREAT find. Thanks!
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Five Shifts that Define the New Era for Wealth Management

Five Shifts that Define the New Era for Wealth Management | Future of financial advice | Scoop.it
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways.

 

The five revolutionary forces are:

 

- Economic

- Regulatory

- Demographic

- Competitive

- Technological

 

Must read article if you're in wealth management space.

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Social Business Activity Cycle

Short and effective explanation of an effective social strategy for ANY professional, based on:

 

1. Connecting with clients, friends and prospects in social networks.

 

2. Listening to conversations.

 

3. Responding and amplifying, adding value.

 

4. Sharing and engaging.

 

5. Using effective social networking to expand your network.

 

Great way to spend 6 minutes and 49 seconds! 

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Sales & Marketing - “Curation” as a social media strategy - Article - investmentexecutive.com

Sales & Marketing - “Curation” as a social media strategy - Article - investmentexecutive.com | Future of financial advice | Scoop.it

Curation is a key part of any professional's content marketing. Top tips:

 

1. Choose the right platform

2. Make discovery of great content a habit

3. Be a consistent sharer

4. Share your perspective

5. Be personal

 

 

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John Mauldin on the future of the advice business - InvestmentNews

John Mauldin on the future of the advice business - InvestmentNews | Future of financial advice | Scoop.it
Combining his thoughts on matters financial with the thinking of economists, strategists, investment managers and a passel of others he finds interesting, John Mauldin has built a business based on ideas.
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Are You Referable?

Are You Referable? | Future of financial advice | Scoop.it
How referable are you? Find out whether you have the traits necessary to get folks to start talking well about you and recommending you to others.

 

Be able - competence is table stakes

Be remarkable - do you deliver incredible customer experiences?

Be transferable - have a clear and easy to communicate value proposition

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Indexing your way to the perfect portfolio

Indexing your way to the perfect portfolio | Future of financial advice | Scoop.it
Dan Bortolotti walks you through all the necessary steps to become the ultimate Couch Potato investor in the MoneySense Guide to the Perfect Portfolio.
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Note to financial advisers: women are your future

Note to financial advisers: women are your future | Future of financial advice | Scoop.it
Investment advisers are targeting women, who control a lot of money and often manage the family portfolio...
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The 'Busy' Trap

The 'Busy' Trap | Future of financial advice | Scoop.it
The "crazy busy" existence so many of us complain about is almost entirely self-imposed.

 

Busyness serves as a kind of existential reassurance, a hedge against emptiness; obviously your life cannot possibly be silly or trivial or meaningless if you are so busy, completely booked, in demand every hour of the day.

 

Idleness is not just a vacation, an indulgence or a vice; it is as indispensable to the brain as vitamin D is to the body, and deprived of it we suffer a mental affliction as disfiguring as rickets.

 

Take time to waste time.

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Firm Takes Unusually Bold Approach to Social Media

Firm Takes Unusually Bold Approach to Social Media | Future of financial advice | Scoop.it
Among wealth-management firms, Balentine's presence on Facebook isn't at all typical.

 

Rather than playing it safe and boring, this wealth management firm is using social media to build authentic brand personality.

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11 blogs for all financial advisers to follow

11 blogs for all financial advisers to follow | Future of financial advice | Scoop.it

The Reformed Broker

Abnormal Returns

IN Tech

FPPad

FPA Practice Management Center

The Client Driven Practice

Gary Klaben

Retirement Researcher Blog

Above the Market

Investment Writing

Nerd's Eye View

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Stop Blindly Posting on Social Media & Get a Marketing Plan

Stop Blindly Posting on Social Media & Get a Marketing Plan | Future of financial advice | Scoop.it
A look at a few things that you should be doing instead of posting blindly on social media 7 days a week.

Via AdvisoryQuest
Jay Palter's insight:

Get a marketing plan. Local SEO is powerful in financial services, especially in retail facing advice services.

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5 reasons advisors are wasting their time on social media | LifeHealthPro

5 reasons advisors are wasting their time on social media | LifeHealthPro | Future of financial advice | Scoop.it
Across the country, financial advisors are wasting their time on social media, but not for the reasons you may think.
Jay Palter's insight:

Great suggestions for advisors who want to use social effectively in their business.

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A Good Introduction to Content Curation by Donna Papacosta [Video]


Robin Good: If you are new to it, here is a good 30-minute video introduction to content curation by Donna Papacosta. Why to do it, how to do it, what tools you can use to do it. All explained in clear, simple language. 

 

She says: "...the objective is not to find as much information as possible and to dump it on people... it is to find the best, most relevant content and to be discerning.

People will trust you if you are discerning."

 

Useful for beginners. 8/10

 

Original video: http://youtu.be/scrhXBLvH2w

 

 


Via Robin Good
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4 Strategies and 20 Tactics for growing an advice business

4 Strategies and 20 Tactics for growing an advice business | Future of financial advice | Scoop.it

Advisors need to decide what strategy they want to pursue in their  new business development:

 

Growth in market share

Market expansion

Cross selling

Customer retention

 

An excellent list of tactics for each is included. 

 

Great piece for any professional practice.

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2 Reasons You Should Be Excited About Social Media

2 Reasons You Should Be Excited About Social Media | Future of financial advice | Scoop.it
Social media is not just some fly by night fad. It’s the biggest shift in our society since the printing press. The individual is now the media programmer.

Via AdvisoryQuest
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The 5 Most Popular Social Media Content Curation Tools

The 5 Most Popular Social Media Content Curation Tools | Future of financial advice | Scoop.it

Kevin K. Lau calls Scoop.it "one of the best sites for curating content right now."

 

Check out why he thinks Scoop.it is worthy of the number one spot in his article The 5 Most Popular Social Media Content Curation Tools.


Via Colin Williams
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100 sites to curate content from in financial services ecosystem

100 sites to curate content from in financial services ecosystem | Future of financial advice | Scoop.it
100 web sites which professionals in finance, insurance, accounting & real estate can curate content from for social media marketing...
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Should advisors care about the public interest?

Should advisors care about the public interest? | Future of financial advice | Scoop.it

Advisors, like lawyers and other professionals, have a duty to give back.

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5 Must-Know Strategies for Financial Advisor Landing Pages | Financial Social Media

5 Must-Know Strategies for Financial Advisor Landing Pages | Financial Social Media | Future of financial advice | Scoop.it
Given the fact that hundreds of people visit your webpage long before they step foot in your office, it is important that you entice them, earn their trust, and...
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How to Dodge the Top 4 Social Media Obstacles Facing Financial Advisers | Financial Social Media

How to Dodge the Top 4 Social Media Obstacles Facing Financial Advisers | Financial Social Media | Future of financial advice | Scoop.it
As social media becomes an increasingly hot topic in the financial industry, there are 4 recurring hurdles that I constantly read and hear about.

 

#4 - don’t think it’s an effective tool for reaching my audience

 

#3 - I don’t understand how to use it

 

#2 - It’s too time consuming

 

#1 - Compliance. I'll say that again. Compliance.

 

These are all barriers that can be overcome. This great article shows you how.

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Making the Most of a LinkedIn Profile

Making the Most of a LinkedIn Profile | Future of financial advice | Scoop.it

Use your LinkedIn profile to drive connections with clients.

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Visual Content Marketing: Capture and Engage Your Audience

A reminder that content is going visual.   This is an excellent deck.  Most useful slide:  The six different types of visual content:

 

Comics
Memes

Infographics

Photos

Videos

Visual Notetaking

 

Is your content strategy going visual?  


Via Beth Kanter
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The Psy-Fi Blog: The End of Finance, As We Know It

The future of finance is going to be written in the language of technology.

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