5 Resources Los Angeles Investment Advisors Must Bookmark (SlideShare)
-
Upload
fpa-technology-services-inc -
Category
Technology
-
view
202 -
download
0
Transcript of 5 Resources Los Angeles Investment Advisors Must Bookmark (SlideShare)
5 Resources Los Angeles Investment
Advisors Must Bookmark
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Below is a list of five websites
and web-based services,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
all of which continue
to evolve to meet
the changing needs of
the financial services industry
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
FT Alphaville
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
It has four essential
components that deliver
maximum value to followers:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Breaking news and
commentary
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Morning briefing notes
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Markets Live
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• The Long Room
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Financial Advisor Magazine
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
The publication focuses
on goals such as:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Helping advisors better
serve their high-net-worth
clients
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Suggesting practice
management strategies
to help professionals
build their firms
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Introducing investment
advisors to new ideas
that help them better
guide their clients
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
To accomplish these goals,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Financial Advisor uses
a stellar team of experienced
editors and writers
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
to create and publish
copy aimed at major
decision-makers in the
financial advisory industry
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Financial Planning
Association
YouTube Channel
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Topics covered range from
basic (“How to Create a
Budget”, “Choosing a
Financial Planner”, “How to
Financially Survive a Job
Loss”)
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
to professional (“Disclosure
and Consent Laws”, case
studies, FPA member
testimony before Senate
committees)
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
DealBreaker
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Popular with young
professionals entering the
financial services industry,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
DealBreaker is dedicated
to understanding the trends
and personalities that make
it thrive
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
FPPad
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
It is a widely-accessed
consulting and media
resource for Los Angeles
investment advisors
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
The FPPad network includes
an iTunes podcast and
YouTube channel,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
both of which deliver
the site’s unique brand
of viewpoints and
commentary worldwide
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
By concentrating on
the websites that deliver
the most value,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
they can maintain
a high degree of
professional development
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
What online resources
do you use and recommend
for investment advisors?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
Copyright © FPA Technology Services, Inc.
Learn How to Protect Your Firm’s Technology
With the Right IT Service Provider
Download Your Free Guide
Investing in High Net Worth Clients:
The LA Investment Advisor’s Guide to Using
Technology to Manage and Grow Your Firm
Now at http://www.TechGuideforLAInvestmentAdvisors.com