online-client-access 
Nerd's Eye View
APRIL 19, 2024
Also in industry news this week: The Office of Management and Budget (OMB) has completed its review of the Department of Labor's new "fiduciary rule ", indicating that it could be released in the coming days or weeks (though, like its predecessors, its ultimate disposition is likely to be determined in the courts) The IRS announced this week that it (..)
Nerd's Eye View
MARCH 15, 2023
For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. At the same time, clients face another class of risks that advisors often do not consider: cyber. stealing a client’s financial assets that are accessible online), identity theft (i.e.,
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Million Dollar Round Table (MDRT)
MARCH 24, 2024
By Sandy Schussel Most financial advisors occasionally receive an unsolicited referral from a client or another professional. In a 2022 survey supervised by Julie Littlechild, of Absolute Engagement, her team determined that 98% of engaged clients had referred at least one new prospect to their advisor during the previous year.
eMoney Advisor
MAY 2, 2023
As a financial professional, you have probably noted how different clients react to the presentation of their financial plans. The reasons could come down to each client’s individual learning style. Determining the learning style of your clients can reveal the best approach how to present a financial plan.
Million Dollar Round Table (MDRT)
MAY 30, 2023
By Ford Saeks In today’s digital world, your online presence is crucial to the success of your business, as prospects often research you online before they even decide to meet with you. First, consider where you may be hurting your online marketing efforts. Ignoring mobile optimization. Ignoring mobile optimization.
The Big Picture
MAY 28, 2023
The commingling of these funds put client assets at risk by obscuring their whereabouts. But that became mainstream and influenced politicians at the highest levels. ( regulators said. American Prospect ) • Twitter Is a Far-Right Social Network It can no longer be denied. ( Vox ) • Why is the US banning children’s books?
The Big Picture
SEPTEMBER 10, 2022
. • A Prehistory of Social Media : The standard account of internet history took shape in the early 1990s, as a mixture of commercial online services, university networks, and local community networks mutated into something bigger, more commercial, and more accessible to the general public. Issues in Science and Technology ). •
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