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Industry Expert Newsletters,
Blogs,
This is simply my list
created to help you follow what is going on in the industry. If you only follow this short list, you can stay
on top of the best practices and latest trends in the industry. The Consultants listed under the Solutions
categories provide a more complete list of experts serving the industry. Both lists are updated as candidates
(additions) are identified by me or suggested by readers.
Spenser and his staff write a blog on practice management topics in the business. His firm, ActiFi provides practice management consulting and tools to create more efficient and profitable financial advisory firms.
Ginny's web site also has some great resources, including white papers and worksheets to help you manage your business.
Mike Byrnes founded Byrnes Consulting to provide consulting services to help advisors become even more successful. His expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas.
David has a monthly subscription-based newsletter that focuses on running an efficient business- link to his newsletter subscription page here. David also writes the column, 'The Efficient Practice' in Financial Advisor magazine and runs a consulting firm.
Bob has a subscription-based newsletter is devoted to sharing information and learning from the leading practitioners in the financial planning profession. As a member, you have access to the best ideas and thinking and can contribute your own thoughts and experiences.
The Quantuvis web site has a number of articles, webinars, reports, and white papers on various practice management topics; look under the Media Center tab. Marketing & Social Media
From CC wesite: At Comer Consulting, we help financial advisors create a Carriage Trade Experience.
The term "carriage trade" dates back to the days of horse and buggy. Shop owners began serving their best customers
by going out to the carriages rather than requiring the customers to come into the stores. Like those shop owners
who found ways to provide an extra level of service, today's advisors need to provide extra value for their best
clients. Today's advisors need to find a way to meet their best clients at the curb. We define that level of
service as the Carriage Trade Experience. Kristen Luke Kristin's firm, Wealth Management Marketing, provides a full spectrum of marketing services for financial advisors. On her web site, you can subscribe to a free monthly newsletter that provides timely marketing tips.
Marie runs a marketing firm, Impact Communications, that is focused on providing financial advisory firms with marketing services and solutions uniquely tailored to expand their businesses.
From AT: The AdvisorTweets blog supports AdvisorTweets.com, the curated Web site that aggregates the tweets produced by U.S.-based financial advisors using Twitter to advance their business. We want to keep AdvisorTweets focused on the content so we use this blog to comment on site features, updates and peripheral matters. The AdvisorTweets blog is brought to you by the same people who produce AdvisorTweets.com–the hard-working network of professionals headed by Pat Allen (@RockTheBoatMKTG), financial services digital marketing strategist and principal and founder of Chicago-based Rock The Boat Marketing.
From WA website: WIRED ADVISOR™ is helping financial advisors and financial services firms design, develop, and deliver powerful and compliant social media strategies. Creativity, authenticity, personalization, and consistency are keys to building an effective and efficient social media strategy in a wired world. WIRED ADVISOR™ can help you or your firm define and build a social media strategy within your specific parameters. Technology & Web
The Andrew Gluck blog explains the ideas behind the most innovative marketing strategies used by financial advisors, as well as the technology, practice management, and other issues affecting the investment advisory industry.
This blog is dedicated to providing timely and useful ideas and suggestions related to utilizing the internet in your practice. The blog includes a number of case studies, ideas, and success stories.
Andrew Gluck recently launched this subscription based blog with Mary Rowland and Bob Casey that will feature articles about the industry.
t3 (Technology Tools for Today) is a subscription based monthly newsletter providing information on the latest technology available to the financial advisor community. Subscribers to t3 have access to a list of resources available to financial advisory firms.
Bill's blog is dedicated to providing technology reviews and insight for financial advisors. You can subscribe to the blog as an RSS feed or in an email format. Bill also does technology consulting and writes for MorningstarAdvisor.com.
From RedBlack website: The Pragmatic Technologist column is written by RedBlack's VP of Business Development, Peter Giza. This blog is part opinion, part philosophy and part sound technology practice as it relates to your business. Pete will attempt to stay off his soapbox as much as possible and provide an unbiased view. Please provide us with your feedback, we want to hear your viewpoint on the issues that affect your business. |
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