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Many Advisors In Their 50s And 60s Are At A Technological Disadvantage, Creating Opportunity For Advisors In Their 20s, 30s, And 40s

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Advisors in their 20s, 30s and 40s have an opportunity that does not come along even once in a generation. You are competing against advisors in their 50s, 60s, and 70s with little understanding of social media and technology but large AUM.   Today’s 45-year old graduated from college around 1990, when the computer revolution was well under way. He’s computer savvy. In contrast, today’s 55-year-old graduated from college around 1980, before PCs became a household appliance.

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Cyber Crime Is Increasing Across Industries

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Economic cyber crime may not be the topic of popular crime shows but it has the #2 spot on financial services firms’ radar. Misappropriation is the first concern with 78% of firms falling victim.

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Home-Based Advisors With A Google Places Listing: "Hide" Your Address In Your Listing Or Risk Delisting From Google Maps

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Home-based advisors who do not receive customers at home need to “hide” their address in their Google Places listing or risk being delisted in Google Maps and penalized in search rankings.   Advisors who have a Google Places listing, work from home, and do not receive customers there must change their Google Places listing.

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"Alert: Stop Using Social Media -- Immediately," Declares Advisor Marketing Consultant; Should You Allow The Threat Of Flaming Stop You From Using Social Networks?

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“Alert: Stop Using Social Media — Immediately,” declared the subject line of a mass email I received today from Elmer Rich III, a business development consultant to retirement advisors and investment advisors. Rich’s mass email was stern. But does his fear mongering makes any sense?

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The Web Is Awash in Reviews, But Not for Doctors. Here’s Why.

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It is puzzling that there is no authoritative collection of reviews for physicians, the highest-stakes choice of service provider that most people make. Why? Patients rating doctors has led to legal threats by MDs, reports Ron Lieber in The New York Times.