Julie Littlechild Talks Successful Advisors and Client Engagement Great session today with Jay Palter and special guest Julie Littlechild, whose firm If Not Now Research focuses on identifying the best habits and practices that make financial advisors successful. Jay introduced me to Julie and has worked with her on projects in the past. He kicked us off discussing […]
January 28-31 San Diego, CA TD Ameritrade National Conference February 26-27 Canton, OH Digital Literacy Workshop March 24-25 Dallas, TX Tech Leaders Keynote, Cybersecurity May 3-5 SEI Phoenix, AZ National Conference June 24-26 Chicago, IL Morningstar Investment Conference 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)!
Corey Westphal, founder of Mobile Assistant, joined The Digital Well podcast to discuss exactly how mobile transcription works. More compelling perhaps, even than sharing behind the scenes, are his advice on how mobile transcription works best. In short, real people as editors and transcribers and a disciplined quality assurance model, versus using only machine automation […]
Continuing the discussion around content marketing in financial services on The Digital Well podcast, Pat Allen joins me in Episode 30 to discuss the state of marketing and asset managers. Allen, who operates Rock the Boat Marketing in Chicago, has a deep well of expertise to tap. Her career began as a mutual fund marketer […]
Join Blane Warrene & 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 services. We consider […]