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Archive for August, 2011

Learn How to Do It All: Resources for the Independent Financial Planner at FPA Experience 2011

Friday, August 26th, 2011

Independent financial planners are mathematicians, statisticians, information technology technicians, psychotherapists, small business owners, and planners all rolled into one. One resource is hardly ever enough to cover the breadth of challenges they face. The Financial Planning Association® (FPA®) recognizes this and has put together many sessions and panels to cover these topics and more at […]

Monitor and measure your financial brand on social media

Friday, August 12th, 2011

by Loic JeanJean Are you tweeting, sharing content on Facebook, connecting with professionals on LinkedIn or broadcasting on YouTube? If you are then this article is definitely going to be of interest to you. Chances are that people are talking about your brand, your services or their experience. The question is, are you aware of […]

How the Broker Protocol Impacts Your Firm’s Business Strategy

Monday, August 1st, 2011

Read our latest article, “How the Broker Protocol Impacts Your Firm’s Business Strategy” By Scott C Matasar, Esq

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