When Portfolio "Crash Testing" and Goals-Based Financial Planning Merge

This interview with Bill Winterberg, founder of fpPad, and Daniel Satchkov, CFA, president of RiXtrema, a portfolio crash testing system for financial advisors and financial institutions, while at the T3 Enterprise conference in Atlanta last week reminds me of ...

A Reese's Peanut Butter Cup: The marriage of portfolio crash testing with financial planning goals is a perfect combination. Totally delicious!

Satchkov gives a shout out to Robert M. Wyrick, Jr., managing member of MFA Capital Advisors in Houston; Wyrick's suggestion for the marriage created the initial development spark.

Watch this 2 minute video now:

What to do in the Face of a Social Media Crisis

In my weekly reading, I came across this rather good Infographic from 360PR. In the spirit of archiving good content, I am posting that infographic here. Hopefully, as a thoughtful financial services professional, you never have to do more than simply monitor and manage your online presence ... and have a plan "just in case."

Please also take a look at my articles for the industry publications listed below:

Marketing and Practice Management Advice for Financial Advisors 

• Advisor Roundtable from Guidevine - http://www.guidevine.com/roundtable/author/marieswift
• Marketing Maven from Financial Planning magazine - http://tinyurl.com/fpmarketingmaven
• IdeaXChange from WealthManagement.com -  http://wealthmanagement.com/author/marie-swift
• Advisors' Think Tank from Impact Communications and Select Sponsors - http://www.advisorsthinktank.com

Marketing and PR Perspectives for Financial Institutions and Allied Professionals

• Advisors' Think Tank from Impact Communications and Select Sponsors - http://www.advisorsthinktank.com
• Marketing Column from Money Management Executive -  http://tinyurl.com/mmemarketingcolumn

I'll be at a number of industry conferences in 2015 so tackle me and say hello!

Happy Thanksgiving. I am grateful for all the wonderful conversations and friends I've made the pst 25 years in the financial services industry.

Yours in Creative Alliance,

Marie Swift