Peter Montoya

• The Future of FAs & IT

  By Janet Levaux  |  April 29, 2013

  The broker-dealer industry is going through a less-than-wonderful transition to a more automated and tech-connected world, according to many experts and insiders at TechLeaders 2013, a B-2-B conference. The annual conference, held each spring in the greater Dallas area, drew about 150 professionals. The event highlighted the multiple challenges faced...

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  Advisors and Technology: A Love-Hate Relationship

  By Janet Levaux, AdvisorOne  |  March 15, 2013

  Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.

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  Outsourcing Is Up as Tech Crunch Hits IBDs

  By Janet Levaux, AdvisorOne  |  March 14, 2013

  Likewise, greater social media technology is coming to independent reps and their firms, say experts at TechLeaders 2013.

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  Marketing Advisors Like iPhones

  By Ellen Uzelac  |  April 25, 2012

  Financial advisors are famously clueless about marketing — and that’s too bad. Because it is your brand — your firm’s unique signature — that keeps clients coming back.

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  SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow

  By Editorial Staff  |  March 26, 2012

  The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.

• The Breakfast Club

  By John Sullivan, AdvisorOne  |  March 1, 2012

  The orgy of pessimism from keynote speakers at TD Ameritrade’s recent conference in Orlando had organizers double-stocking the hotel minibars.

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  SEO-Free Marketing; Strategic Marketing for Growth; the Marketing Issue: August Investment Advisor—Slideshow

  By Editorial Staff  |  July 27, 2011

  Marketing: You know you need to do it, but many advisors avoid it.

• Matchers and Mismatchers: How to Work with Impossible Clients and Coworkers

  By Peter Montoya  |  April 1, 2011

  Are there people in your life who just won’t agree with you—no matter how sound your argument?

• Facebook and the End of “Push” Marketing

  By Peter Montoya  |  January 1, 2011

  Despite my constant harping, financial advisors still ask about lead generation, aka “push” marketing techniques, following my presentations.

• The most important item to consider when making a change

  By James Manouse  |  October 1, 2006

  In fact, in a recent article on moving to a new broker/dealer, the author made the contention that a firm's product list was the most...