+The Digital Well by Blane Warrene and +Jay Palter gather twice monthly for a Hangout on Air known as Between Sessions. They explore the digital business model and its evolution (both slow and fast) in financial services. You can thanks Jay for the great name – and our mission is to kindle the conversations in these hangouts that […]
December 9-10 Minneapolis, MN Private Event December 12 Virtual Webinar XY Planning Network January 14, 2015 Virtual Webinar Financial Planning Association January 16, 2015 Tampa, FL Digital Literacy Workshop NEXT Financial If you’re interested in hosting me at an event or for a private workshop – get in touch.
Our latest workshop at QuonWarrene, Online Security and Social Media, is available here for preview. To learn how you can get this live or virtual workshop for your employees, event or organization, get in touch here.
In addition to subscribing to The Digital Well podcast you can also tune in on iTunes, Stitcher Radio and Xbox Music (the latter, Xbox music, does not offer direct links so just search for Blane Warrene and it shows up in the results for you)!
Katie Brewer, a Dallas-based financial advisor and one of the founding members of the XY Planning Network, joins The Digital Well podcast for a discussion about financial planning technology. I had the opportunity to meet and talk shop with Katie at this year’s FinCon in New Orleans this past September. She is five months into […]
The success or failure of your social media initiative, and especially effectiveness of your policies and procedures, hinges upon the team you assemble. It starts at the top with ownership and/or senior executives. They cannot simply sponsor but need to be engaged in the process of the development of your social strategy, policy and then execution. […]
Once you’ve built out a strategy and policies for bringing digital marketing into your business (which includes social media), one of the seemingly insurmountable walls is planning for content. Content marketing does not have to be so mystic and unapproachable. Use the sectors of content marketing outlined below, and discussed in episode 22 of The […]
When I entered the financial services industry in the mid-90s, one of the first concepts illustrated to me was the financial planning process. In effect, as I was charged with supporting financial advisors, I had to understand how they delivered a key component of their services to clients. Soon after I found myself mulling over how […]