27 April 2014

10 Ways FA’s Can Use Online Web Meeting and Conference Technology

2022-08-07T17:41:30-04:00April 27th, 2014|Speaking|0 Comments

Technology has sure come a long way, even in just 16 years! The year was 1998 and I was attended an introductory class to coaching BY PHONE with many other participants on the line. I was perplexed as to how I was going to learn anything via phone. But, I first used technology (computers) in 1973 and was willing to give it a "good old girl" try. After attending a few hundred hours of training via phone I graduated CoachU.com as a Life Coach and Certified Teleclass Leader. The technology is called a "bridge line" and the cost was $750 a year for up to 25 people listening in. That was way too much money for

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12 April 2014

Financial Advisors: When It Comes To Social Networking, Get Found Local

2022-08-07T17:41:30-04:00April 12th, 2014|Social Media|0 Comments

Your prospects search for services and products, including the advisory services you provide, on the Internet or using their mobile devices. Today, having a website isn't enough to get your firm found locally or to stand out from a crowd of local competition.   Today’s telephone book is called “the local search engines”. If you want to be found by local clients, but aren't ready to hire a Search Engine Marketer (SEM), this article will provide you with the “major” local engines that you want to be listed on.  As usual, I’m providing you with Action Steps to turn this to-do… into a to-done.   How many of your clients find you locally? How many do

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9 April 2014

14 WebSite Design Options for Financial Advisors

2022-08-07T17:41:31-04:00April 9th, 2014|Website Development|0 Comments

Update my firm's website's design by _____. Or maybe what's on your to-do list or listed on your business and marketing plan looks like this: Create a firm website by _____. (OR THIS) Create a firm blog by ______. In 1998, when started my business, websites were 4-5 page, contained few graphics, had music shouting at you, words moving too fast on a page, and cost $5000 minimum. To save money I attended a web design program, at Wake Tech, Raleigh NC. There I learned how to code websites from scratch (called hand coding). I also helped other coaches and business owners by designing their sites. Today, I enjoy keeping up with all things IT and

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28 February 2014

Top 10 Time-saving Tech Tips (Computer/Smartphone)

2022-08-07T17:41:32-04:00February 28th, 2014|Technology|0 Comments

My friend Carla, knowing how much of a geek I am sent me this video. Guess what... I learned a whole lot of interesting tips! Tech columnist David Pogue shares 10 simple, clever tips for computer, web, smartphone and camera users. And yes, you may know a few of these already -- but there's probably at least one you don't.

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25 February 2014

How Do You Make Your Website (or Blog) Look Nice on a PC, Tablet, and Mobile Device?

2022-08-07T17:41:33-04:00February 25th, 2014|Website Development|0 Comments

WordPress just came out with a responsive version (3.8).  If you use WordPress (I use it on my blog)  this version is now RESPONSIVE. If your WordPress website or blog is on your own domain name (website address, URL) you can upgrade it for free. Just go into your WordPress Dashboard or Control Panel an you'll see a notice about the upgrade.   What's Responsive? Let me give you a little background.  Years ago, you created a website or blog and when someone looked at it in their mobile device, it looked awful.  So what you did was create a VERY LONG home page, with nothing on the side (i.e. no 2nd or 3rd column on

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