Financial Advisor | CFP® | Dad | Steelers & Penguins fan | iPhone addict |
The 2011 edition of the Technology Tools for Today conference wrapped up this afternoon in sunny Weston FL. Like last year, I’ve come away with several ideas about ways our financial advisory practice can make better use of technology. For extensive coverage of T3, check out the live blog by RIA Biz. As for me,… [Continue Reading]
Last year was my first Podcamp Pittsburgh experience, and this year was round 2. It’s the fifth time for Podcamp Pittsburgh, and I was pleased to make it back again this year. In 2009, I was knew to most things “new media” and was able to use what I learned at Podcamp Pittsburgh 4 personally… [Continue Reading]
I spent the past four days meeting and networking with advisors and and industry vendors at the 2010 T3 conference at the Torrey Pines Hilton in La Jolla, CA. My initial expectations for the event were based on the lineup of sessions and vendors, but found out quickly the true conference happens outside the structured… [Continue Reading]
By now I’m sure you’re familiar with the story of Comcast employee Frank Eliason and his Comcast Cares Twitter account. If you’re not, essentially Frank was one of the first to use Twitter to proactively “listen” for Comcast customers in need of customer service. You can read more about his story here. Today I was… [Continue Reading]
I don’t know when it started, but there is NO question, I am a technology snob. ZERO question. There was a little run skit on Saturday Night Live where Jimmy Fallon played a tech support geek at a company. Here’s a great clip that sums me up: I am Nick Burns. It’s pathetic, but true.… [Continue Reading]
Earlier this week, the marketing department at my office sent out the standard year end email this week announcing they would be ordering stationary for 2010, and asking if anyone needed additional business cards ordered. Then last night, at an event for Pittsburgh Young Professionals I met a few people and we exchanged business cards.… [Continue Reading]
I recently signed up for a service to backup all of my various online accounts. Because I work for an SEC Registered Investment Advisor firm, any information that is considered marketing or advertising must be archived in a compliance file. While the majority of my posts here, on Twitter, and on Facebook, are personal in… [Continue Reading]
Because the iPhone doesn’t allow for any type of app management or folder system, you are relegated to prioritizing your favorite apps on the first screen. Although I rearrange often, here is my current home screen. You’ll notice I don’t have many of the pre-loaded apps left on the first screen. I’ve actually moved several… [Continue Reading]
A friend of mine recently introduced me to a program that has helped me organize and remember all of the various “to-do’s” in my life. Reqall, is an online account that allows you to add tasks, reminders, and ideas via a variety of methods. You can call their toll free number, or record a note… [Continue Reading]
Last night, the Pittsburgh Penguins "welcomed back" both Jaromir Jagr and Max Talbot. Jagr has been … [Read More...]
Not too long ago I raced road bikes, and was fairly competitive. Somewhere along the line I didn’t make the time to stay in good enough shape to hang with the local Wednesday night ride, and not long after didn’t ride much at all. I stayed in decent shape by going to the gym most… [Continue Reading]
The 2011 edition of the Technology Tools for Today conference wrapped up this afternoon in sunny Weston FL. Like last year, I’ve come away with several ideas about ways our financial advisory practice can make better use of technology. For extensive coverage of T3, check out the live blog by RIA Biz. As for me,… [Continue Reading]
By now you’ve probably seen more than a handful of advertisements or solicitations encouraging you to convert your Traditional IRA into a Roth IRA. If you haven’t, take a moment to google Roth conversions and see how many ads and articles appear, extolling this opportunity. Why all the hype? 2010 marks the first time… [Continue Reading]
