Archive for April, 2015

Pushing The Envelope – 3 Simple Steps to Mastering New Media

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The convergence of cloud based applications, mobile delivery, aggregated and interlinked financial data, along with the deepening of social media networks is presenting such a good opportunity to push the envelope of what is possible in the advisory marketing and client communications sector. Read more by clicking on the image.

Is your company utilizing Social Media?

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Did you know that there are over 35,000 financial planning firms on LinkedIn today? Besides that, Facebook is no longer the arena for teens and young adults. There is a 78% usage rate by those with an income of $75,000 a year and higher. View more to find out how social media has evolved and became increasingly relevant for the Financial Industry.