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Social Media Marketing

Bill Crager on Living an Intelligent Financial Life [Video]

Each person interacts with money differently, says Bill Crager, co-founder and chief executive officer of Envestnet. Theres the financial life of now, which includes how people are spending and saving. Then theres the financial life of the future which includes a persons goals, hopes and wishes. Here, he explains how investing is the glue that ties the now and the future together.

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Social Media Marketing

Alex Vieira Downgrades Amazon to Junk. Follow the Legend Investing in Humana [Video]

Get 100% accurate real-time trading signals and AI adaptive risk analysis to manage your portfolio efficiently. We discuss technology, biotechnology, fintech, China, social media, electric vehicles, commodities, software, geopolitics, and new trends. In addition, we bring Alex Vieira’s legendary live trading, offering flawless execution and real-time guidance to help you trade stocks, cryptocurrencies, forex, commodities, and ETFs. Join the Traders’ Hub on our private Nextcloud. #amazon #humana #investing #stocks #trading

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Social Media Marketing

Anthony Stich on Using Technology to Decrease Friction [Video]

Anthony Stich, chief revenue officer at Entrustody, has seen how breakaway advisors struggle with the same technology issues they experienced in the wirehouse environment. Here, he explains how choosing technology that makes everyday tasks such as onboarding and account funding more efficient can free advisors up to spend more time where they want to spend itin front of their clients.

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Social Media Marketing

Robert Sofia on Finding Your Target Audience [Video]

Most advisors market to people based on demographic profiles like age or assets, but this isnt necessarily how people see themselves, says Robert Sofia, chief executive officer of Snappy Kraken. To craft messages that draw people in, he recommends focusing more on what clients care abouttheir dreams, worries and goals. Here, he explains how a more personalized approach to marketing can help advisors form more robust connections with their clients.