Evolve Blog

9 Ways to Double [Even TRIPLE] Your Leads Online!

March 19, 2013

Originally posted by Financial Social Media. We live in a day and age where people flock to the internet for just about everything—answers to questions, entertainment, consumer research, shopping, social interaction, and so much more. While people used to physically visit or schedule calls to find financial advisors, they are going to the internet more [...]

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How Advisors Can Protect Themselves from a Java Sucker Punch

March 12, 2013

 Like defense in boxing, software security is generally a matter of keeping your guard up. In the ring, your opponent will throw punches at you. On the Internet, attackers will be trying to hack you. It comes with the sport. All software has defects and a certain percentage of them will be security vulnerabilities. Software [...]

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How Advisors Can Use Mobile Devices to Differentiate and Increase Productivity

March 5, 2013

  I know mobile technology is big in the advisor industry right now. But, if there was any doubt in my mind about the sheer reach of this trend, it was put to bed at this year’s T3 Conference (See: The 15 Smartest Things Heard (and Tweeted) at Technology Tools for Today). It’s clear that [...]

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The New Facebook Search Graph: Will It Change How RIAs Think About Social Media?

February 26, 2013

I get asked all the time about advisors being on social media.  We all know the issues: compliance scares people from taking action, lack of compelling content, who wants to follow their advisor on Facebook…to name a few. I, for the most part, have told advisors to concentrate on Linkedin for network building and Twitter [...]

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What Trust’s ISO Certification Means for Advisors’ Data Security

February 19, 2013

  You probably don’t spend much time thinking about data security, but it’s vitally important to both you and your investors’ peace of mind. Trust Company of America recently achieved the International Standardized Organization (ISO) 27001-Information Security Management Systems (ISMS). ISO is recognized as an internationally leading, independently verified process for managing and maintaining an information [...]

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How Liberty’s New Trading Features Make Your Practice More Efficient

February 7, 2013

  Is technology slowing down your business? At the end of February, Trust is launching several new features on the Liberty platform that are designed to make portfolio management simpler than ever. These features streamline workflows for advisors by improving Liberty’s usability and efficiency. The enhancements include:   • Account level trading functionality that enables the [...]

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3 Ways Blogs Help Advisors Generate New Leads

January 29, 2013

  Looking to grow your business? Quickly find out where your growth opportunities are with the RIA Compass business assessment.  Blogs are an excellent tool for generating new leads when they’re executed well. If you’re not convinced that blogging is worth the time or effort, or that it has any impact on lead generation, think again. Blogs are a highly effective [...]

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5 Mistakes You Don’t Know You Are Making on Social Media

January 23, 2013

  Originally published by Financial Social Media Have you ever made a mistake that [at the time] you weren’t aware you were making? I know I have. For example, when I first started running, I remember assuming that all running shoes were created equal. As long as I found a pair that fit right and [...]

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