Practice Makeover – Delegating

InvestmentNewsI love the InvestmentNewsPractice Makeover” video series, sponsored by Oppenheimer Funds.  In episode two of “Practice Makeover,” expert adviser coaches brainstorm and form an action plan for Trent Bradshaw to help solve his firm’s numerous time management problems.

Trent Bradshaw, CFP® was born and raised in Salisbury, North Carolina. Trent was a 1995 cum laude graduate of Catawba College. He has been in the financial industry since 2000 and founded Bradshaw Financial Planning, Inc. in 2006. He “enjoys his work and knows he can make a difference. He is passionate about helping people improve their financial lives.”

InvestmentNews Practice Makeover Peaks

InvestmentNews 250Season 1 of the InvestmentNews Practice Makeover series has come to an end. I want to applaud the brains at InvestmentNews and the marketing people at Oppenheimer Funds for an innovative marketing approach.  I found the series engaging, informative, results-oriented, approximating a reality series that has applicable value to advisors.  As video has become ubiquitous, good video has become even InvetsmentNews video channelsmore citical. Engagement and a shared sense of struggle makes this series stand out.

Also impressive are the InvestmentNews video channels and shared content arrangement with Crain Communication, which includes Crain’s Wealth in Crain’s New York Business, which I read religiously (it has its place in the pantheon of NY media). InvestmentNews represents a new level of media coverage for advisors, and a confirmation that advisors are important audience to reach and influence.

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Are Advisors Going Mobile?

The majority of advisers now carry a smartphone and tablet with them almost everywhere they go. But the truly innovative advisers are using their mobile devices to do more than just check email. InvestmentNews TV reports from the 2013 T3 Conference. Fidelity says it’s had 15K downloads of its mobile apps for advisors. Advisors are staying in touch with clients, checking status and markets through mobile apps. Transactions are not happening yet through mobile but we’re heading there. It’s inevitable. Any advisors having success with mobile apps?