Marketing Solutions Webcast: The Emerging Role of Social Media in Financial Services
How Can Financial Services Companies Engage with Social Media? Financial services companies and advisors alike have been slow to fully step into the world of social media given the highly regulated nature of their industry. Some, however, are blazing the trail and leveraging the powerful nature of conversational media to help grow their businesses. In this video, you will learn how financial advisors are using social media in their daily business practices and how financial services companies can best engage them in this new platform. Featuring: • Lauren Boyman, Executive Director, Marketing and Client Services at Morgan Stanley Smith Barney • Cathy Curtis, Independent Certified Financial Planner • Jennifer Grazel, Financial Services Category Lead at LinkedIn
Categories: Financial Planning Tags: Emerging, Financial, Marketing, Media, Role, Services, Social, Solutions, Webcast
The Role of the Fee-Only Financial Planner, Part 1
Michael Gray interviews Craig Martin, Certified Financial Planner, about the role of the fee-only financial planner, including the difference between a certified financial planner and a stock broker for the Financial Insider Weekly. Part one of three.
New Debt Rules – The role of telephone sales reps in debt settlement.
A discussion regarding the role of telephone sales reps in debt settlement.
Categories: Debt Settlement Tags: debt, Reps., Role, rules, Sales, settlement, Telephone
Role of Restaurant Critic: Helpful Public Servant or ‘Ignoramus with iPhone’?
Role of Restaurant Critic: Helpful Public Servant or ‘Ignoramus with iPhone’?
Your new restaurant has been open for a few weeks. The kitchen and front-of-house staffs are working in sweet sync. Patrons react favorably to food, s…
Read more on The Memphis Daily News
Categories: Learn To Budget Tags: Critic, helpful, iPhone’, public, Restaurant, Role, servant, ‘Ignoramus
Wholesale Role Play Video 1
JD Esajian and Paul Esajian role play in a wholesale situation between buyer and seller
Categories: Buying Wholesale Real Estate Tags: Play, Role, Video, Wholesale