There are two types of advisors when it comes to social media: the ones that get it and the ones …
How to master the changing advisor-client relationship
The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global …
13 slides you need to see from Mary Meeker’s Internet Trends
Mary Meeker’s annual Internet Trends Report is must reading for any business leader these days. It provides a high level overview …
New Rules of Engagement with Julie Littlechild
Online social networks are changing how businesses and their leaders communicate and leverage their most valuable asset: their relationships. In …
483 words and 5 tips to help you master LinkedIn
Most business professionals have figured out that a LinkedIn account is a required tool in the digital age. But far …
New Rules of Engagement with Augie Ray
Online social networks are changing how businesses and their leaders communicate and leverage their most valuable asset: their relationships. In …
Between Sessions: Successful advisors and engagement
Between Sessions is a recurring discussion of the impact of digital technology on business models in financial services. The format …
Personal brand, social capital and how to use LinkedIn more effectively
There are two ways to use social networks: you can spend your time or you can invest it. I am acutely aware …
New Rules of Engagement with Mash Patel, Kurtosys
In this series of articles, entitled New Rules of Engagement, I profile a business leader that I have observed to be using social networks actively and effectively in their leadership role. This week, I feature Mash Patel, founder and Executive Chairman of Kurtosys.
How social networking strategies can help you be a better parent
I help businesses and their leaders develop authentic (personal) brands online and leverage social networks. I’m also an active homemaking …