Marketing & Technology

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  Video, Social Media Popular Educational Tools: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.

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  2013 SMA Managers of the Year: Envestnet’s Jim Patrick on ‘Envestnet Intelligence’—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to “Envestnet Intelligence.”

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  2013 SMA Managers of the Year: Envestnet Tamarac’s Stuart DePina on CRM Updates—Video

  By John Sullivan, AdvisorOne  |  May 3, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Envestnet | Tamarac Group President Stuart DePina about changes to their CRM platform.

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  Banks Must Step Up Digital Game to Woo the Wealthy

  By Michael S. Fischer  |  May 3, 2013

  The more banks connect digitally with their clients, the greater the chance they have to inspire brand loyalty, according to the SEI Futurewealth report.

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  4 Steps to More Effective Marketing (and a Better Website, Too)

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  There are four parts to an effective marketing strategy, Tim Welsh, president and founder of Nexus Strategy, said at the 2013 NAAIM Annual Conference.

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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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  Is Your Content Marketing Reaching the Right Prospects?

  By Kirk J. Hulett, MS, Securities America Financial  |  May 2, 2013

  How do you measure whether your content is generating leads, and the right leads? Google Analytics can help, but there are more ways to tell whether you're getting a good ROI on your content marketing.

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  6 Attributes of Business Pioneers: Envestnet’s Bergman

  By John Sullivan, AdvisorOne  |  May 1, 2013

  Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.

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  Boston Marathon Bombing Puts Spotlight on Global Event Sponsorships

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 29, 2013

  Despite terror in Boston, many sponsors, including financial firms and insurance companies, remain committed to marathons, an industry that's become increasingly global.

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  Who Are Your Technology Players? Don’t Overlook Your Employees

  By Dan Skiles  |  April 29, 2013

  Your employees—their skills, their knowledge, their habits and their responsibilities—will have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.