Marc Butler

• Enhanced software tackles the crisis

  By Marc Butler  |  March 1, 2009

  The unprecedented nature of the current financial crisis certainly underscores the importance of sound professional advice. Due to this volatility, and because the Obama administration...

• Tech tips for better business efficiency

  By Marc Butler  |  February 1, 2009

  Despite investor losses in the market meltdown, you as an advisor have never been more valued. Clients need your guidance through these difficult times. How...

• Four tech tips in the broker/dealer switch

  By Marc Butler  |  January 1, 2009

  It's difficult to find a silver lining in uncertain economic times. However, the unsteadiness in the global financial markets represents an exciting opportunity for both...

• Feeling overwhelmed? Get back to basics

  By Marc Butler  |  November 1, 2008

  The benefits of contact management systems are obvious, but why aren't more advisors using them? Given the turbulent market, and with so many clients looking...

• Gen Y -- No advisor left behind

  By Marc Butler  |  October 1, 2008

  Industry trends show technology is playing a major factor in furthering advisors' growth. Last month's column addressed the Gen Y population and how advisors will...

• Talking tech about the next generation

  By Marc Butler  |  September 1, 2008

  Generation Y is one of the fastest growing segments of the work force. Born between the late '70s and early '90s, Generation Y is the...

• Be a planning software comparison shopper

  By Marc Butler  |  August 1, 2008

  Financial planning means many things to different people. Whether it's retirement planning, life planning, goal planning, education planning, holistic planning, cash flow planning, etc., the...

• Five critical questions about the technology you choose

  By Marc Butler  |  July 1, 2008

  Whether you are in charge of a broker/dealer, advisory office or wear many hats as a sole practitioner, the most important decisions you'll face will...

• The (technology) emancipation proclamation

  By Marc Butler  |  June 1, 2008

  It seems almost inconceivable that at one point we were without the Internet, BlackBerry devices and instant messaging. Many of us can hardly go a...

• Five questions to consider when protecting your business

  By Marc Butler  |  May 1, 2008

  I recently attended an important presentation entitled "Document Imaging's Role in Disaster Recovery." It was given by Pam Doyle, director of Fujitsu's imaging products group,...