Comments for RIA Central

Comment on Twitter for Beginners – Why Tweet? by Maria Marsala

Maria Marsala — Tue, 21 Feb 2012 23:26:00 +0000

Thanks Nicole.

Indeed, Twitter “should be” a part of everyone’s “Integrated Marketing Plan” — a plan that integrates and leverages other things you’re doing. AND be included in the “Power of 10(TM)” a marketing process I created many years ago which basically says “if you create, do or buy any type of marketing/networking/PR/cold calling/social networking strategy or peice, find 10 ways to “use” that to your best advantage by leveraging it.

So tweet an article you’ve written, a seminar you’re creating etc… all within SEC, FINRA and other guidelines. And you can create a private Twitter account and have your Twitter account linked to a system that saves the discussions and makes Compliance happy.

Comment on Gary Shilling’s 2012 Investment Themes by Frank V Gambino

Frank V Gambino — Mon, 20 Feb 2012 20:46:00 +0000

Banks are one of the best performing sectors this year.

Comment on A Tisket, a Tasket, A Data Gathering Basket (New Account and IPS Compliance) by Norm

Norm — Fri, 17 Feb 2012 21:47:00 +0000

Nancy, these are all excellent explanations and good reminders of the role and importance of an IPS. Advisors often hesitate to use an IPS because 1) it takes time and 2) it might give the client a tool to bring a lawsuit. We should be taking time for our clients, especially when it comes to being sure we understand what the client wants. And, if you are careful about only including what you know you are going to do, then doing it should never be invitation to legal problems. Thanks for the reminders and good common sense.
Norm Boone
IPS AdvisorPro

Comment on Twitter for Beginners – Why Tweet? by Nicole Olmstead Coulter

Nicole Olmstead Coulter — Fri, 17 Feb 2012 08:55:00 +0000

Thanks PR …

Comment on Twitter for Beginners – Why Tweet? by Nicole Olmstead Coulter

Nicole Olmstead Coulter — Fri, 17 Feb 2012 04:09:00 +0000

Good luck, Doug! We’re all in this together. Bravely marching into the 21st Century … better late than never.

Comment on Help! 3 Ways to Escape From Email Overload by Byrnes Consulting

Byrnes Consulting — Thu, 16 Feb 2012 17:38:00 +0000

Nicole, great article.

Information overload will continue to be a bigger and bigger problem impacting our lives, and yes, our email in boxes will be one of our biggest sources of pain.

I am a big fan of creatiing rules and filters to automatically put incoming email into folders. It is a great way to help organize.

Mike Byrnes, President of Byrnes Consulting, LLC

PS Tweeted this out @byrnesconsultin

Comment on Twitter for Beginners – Why Tweet? by Doug

Doug — Wed, 15 Feb 2012 04:53:00 +0000

Perfect for me – a sort of Twitter for luddites!

Comment on Twitter for Beginners – Why Tweet? by PRLatitue

PRLatitue — Tue, 14 Feb 2012 19:44:00 +0000

Great piece Nicole – I’ll definitely be sharing with my clients. Thank you!

Comment on Must-Have Apps for Financial Advisors by Gina

Gina — Fri, 20 Jan 2012 16:21:00 +0000

Jessica, thank you for your recommendations!

Comment on Gary Shilling’s 2012 Investment Themes by loneMADman

loneMADman — Thu, 19 Jan 2012 15:02:00 +0000

I agree with the general outlook but so does the market which has priced in this outlook. When it comes to investment recommendations this guy is merely looking backward. Treasuries attractive? Seriously?