Automation of Financial Planning?
May 3-5 SEI Phoenix, AZ National Conference June 24-26 Chicago, IL Morningstar Investment Conference August 14 New York, NY Corporate Event September 15-16 New York, NY Corporate Event 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.
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LinkedIn networking is a big, broad topic. It is also critical in your networking recipe as business has forever been transformed by new communication channels incorporating social media. David J.P. Fisher joins The Digital Well podcast in this episode (see below) and explores just how it works with LinkedIn – and more importantly how this social channel weaves […]
There are a multitude of ways to use Twitter and plenty of examples of both good and bad uses. I came across this from Bill Winterberg in my morning reading and thought it was an ideal illustration of both customer and provider. Especially that AWeber (and I am not a user of their platform – I […]
Streamed live on Jul 22, 2015 Join +Blane Warrene and +Jay Palter on Between Sessions. Jay came up with a great name to represent the discussions and topics that come up so often at events and meetings in “between sessions” of this agendas. At the core Between Sessions is an exploration of the digital business model in financial […]
Some fun segments captured by Bill Winterberg and FPPad on Week One of the FPPad Tech Tour 2015 from North Carolina to Virginia to Washington D.C. It was a treat to spend time talking technology and financial services. Yet the real reward has been getting to know each other better. Being an audio content creator, […]