online profile

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  LinkedIn Courts Advisors as Social Media Use Grows

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.

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  4 Cool Apps for Impressive Presentations

  By Corey Dahl  |  October 4, 2012

  Still using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.

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  NAPFA Launches Two New Websites

  By Joyce Hanson, AdvisorOne  |  May 9, 2012

  NAPFA announced the launch of its two new websites at its 2012 national conference in Chicago.

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  4 Tips to Boost Client Referrals

  By John Sullivan, AdvisorOne  |  August 29, 2011

  While financial advisors agree that client referrals are critical to a firm’s growth, nearly half say they’ve asked only 'a small percentage' of their clients for a referral, according to an SEI Quick Poll released Monday.