Sales and Marketing

IMGCAP(1)]I opened up my Facebook account last week to find a great many of my friends and family kvetching about the new layout.

Advisors Trusted Advisor has introduced new audio and video services to help financial advisors and wealth managers reach prospects and clients.

Sage North America has introduced its Sage ACT! 2012 contact and customer manager, along with Sage ACT! Connect, which integrates with Google applications.

How would you define your personal brand? What is a personal brand?

The biggest draw to joining a firm network or association is the other member firms and the expertise and geographical reach that they can provide.

IMGCAP(1)]While I’m not in the business to take issue with great minds like Newton’s (or even my wife’s and kids’), since I don’t have a great mind to go to battle with, Newton’s third law of every action having an equal and opposite reaction probably does not cut it too well when referral opportunities are given out.