Sunday, May 31, 2015

GuideVine Launches Summer Scoop, Dishes Out Useful Financial Tips

“Summertime – and the livin’ is easy,” or at least it should be when it comes to getting simple answers to common financial questions. That’s why GuideVine is launching a campaign to provide the general public with daily “scoops” of useful information in short 1-2 minute videos, easy to view no matter where you are.

Follow them on any of their social media pages - Facebook, Twitter, LinkedIn, Google Plus - to get the #SummerScoop2015!

All the content comes straight from expert financial advisors who live and breath these topics. Simply press “play” each day, and by August 31 you’ll know a lot more about how to manage your finances!

Want to help the financial literacy cause? Share this content on social media!

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Risk and Investing - How to Better Communicate the Trade Offs to Your Clients

When it comes to managing expectations and market / risk perceptions with their clients, financial advisors have their work cut out for them. I sat down with five industry insightfuls while at the TD Ameritrade LINC Conference earlier this year. Their comments got me nodding my head yes over and over again. 

Watch the video highlights clip and download the full transcript at

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Tuesday, May 5, 2015

Cloud Technology: Blessing or Curse for Financial Advisors?

The rise of cybersecurity attacks, especially involving financial institutions, is cause for growing concern among today’s advisors – for themselves, as well as their clients. How can advisors adjust to the risks and concerns over cybersecurity while still accessing the benefits of cloud technology?

While at Schwab IMPACT in Denver, I sat down with five financial services professionals for a 60-minute roundtable discussion. We discussed cloud technology, including challenges and opportunities for financial advisors. You can access several videos and a white paper transcript by clicking the image below. 

This is a "must read" for financial advisors. 

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 Click to access videos and white paper.