Stephen Page
Certified Financial Planner at PageRussell; Life planner to business owners & trustees; helping our clients to live the life they want; husband and proud father
Seven steps to an ethical culture: Question of Trust. An 18-page report, written by MBA student Neil Riley, has argued that improved business ethics can develop trustworthiness in a firm, which will in turn result in greater consumer trust.
The report aims to investigate and assess current codes of conduct within the UK financial services industry, and evaluate whether such codes can rebuild trust. Mr Riley has put forward a seven-step process that he said will help firms embed a culture of good ethics and create a trusted environment for clients. The basic formula is that firms should write a code, tailor it, communicate it and promote it. In addition, Mr Riley, said that management should live it, enforce and reinforce it.
He recommended that management should also revise the code every two to three years, and to engage with all staff on how the code should be composed. The report said: “It has been traditional for a company owner or leader to write the code but the importance of employee feedback has become increasingly well recognised. How to Change Your Twitter Header Image. Good news, Twitter lovers.
Twitter has blessed all of you with a new way to dress up your profile pages: Header Images. Yes, these are a lot like Facebook and Google + cover photos, and the process for adding them is just as simple. First, take a look at your new Twitter Profile page. No, not your homepage, the page that's called "Me" on Twitter's website and on your favorite mobile app. You can make the change through Twitter's website (via or you can actually make the change right on your mobile device. Select the "Me" option from the left-hand menu bar. Select "Header" and then choose from two options: "Take Photo" or "Choose Existing photo.
" Wealthy Investors Turn to Mobile, Social Media in Droves. A growing number of wealthy investors have been using their smart phones and tablets to check on their finances and to network, according to a recent study by Spectrem that underscores the growing importance of having a strong online presence in the advisory space.
“At the top of wealthy investors’ app wish-list is the ability to aggregate their financial information from multiple sources,” George Walper, president of Spectrem, said. Tablet use among the affluent has taken off in the past year as 34% of mass affluent investors with over $100,000 in net worth and 37% of millionaire investors who have started using the device. The highest concentration of tablet users was the ultra-high net worth category (with at least $5 million in assets), among whom 41% had a tablet. An average of 18% of all categories reported using a tablet last year.
That time has increasingly been spent on social media sites, according to the survey. Six Effective Methods for Advisors to Organically Grow Their Business. OMAHA - With most financial advisors mired in "analysis paralysis," adding new business can be difficult.
Unfortunately, there is no magic bullet to add clients and assets, according to Peter Montoya, a marketing expert for the financial services industry, but he offered six effective marketing methods to develop new relationships. Generate Client Referrals Advisors attribute 40% of new business to client referrals, Montoya said at the Peak Advisor Alliance Excell Meeting in Omaha on Thursday. Referrals come in three flavors: Solicited Referrals: By asking clients for referrals, advisors will generate more clients. Spontaneous referrals are the holy grail for advisors. Generating great referrals from accountants, attorneys and other professionals cannot be accomplished simply with quarterly emails, Montoya said, because these relationships requires intimacy. Montoya suggested advisors create a network of 14 professionals to meet with for one-on-one lunches at least four times annually.
18 Ways to Guarantee Nobody Misses Your Next Webinar. Here at HubSpot, we know a thing or two about webinars.
We’ve set the Guinness World Record for largest online marketing seminar, we've hosted webinars with partners such as Facebook, LinkedIn and Salesforce and we’re able to host and promote in-house because of the modern marketing team we’ve built! But no matter how great the content of your webinar is, it doesn't mean much if there's nobody there to hear it. So what do you do to ensure people actually show up? Turns out, there's at least 18 things you can do to get people aware of, excited about, and attending your next webinar.
Here's your guide to making your next webinar a rousing success! 1) Pick a killer topic. It's really, really hard to get people to attend your webinar if your topic stinks. 2) Establish a good track record. (9) How to create a Facebook business Page.
Pearltrees tips.