The Best of Berkshire

Content provided by Kostya Etus, CFA, CLS Portfolio Manager May is a momentous month for Omaha. Value investors from around the world make a pilgrimage to see the “Oracle of Omaha,” Warren Buffett, and his partner in crime, Charlie Munger, and to hear their words of wisdom at the annual Berkshire Hathaway Shareholders’ Meeting. It… Continue reading The Best of Berkshire

The Power of Networking – Use LinkedIn!

A modern cell phone with an android operating system sits on headlines about Social Media and how the Internet now dominates the world of marketing.

Content provided by Rusty Vanneman, CFA, CMT, CLS Chief Investment Officer I had lunch with Reid Hoffman once. It was fascinating. Reid is known for lots of things, including being the co-founder of LinkedIn, which is arguably the most important social media tool, especially for investment professionals. My opportunity to have lunch with Reid came… Continue reading The Power of Networking – Use LinkedIn!

Trivia Tuesday!

Test your social media knowledge! 1. Based on population, if Facebook were a country, where would it rank among the largest countries in the world? answer: It would be the 3rd largest 2. The Facebook launch of this vehicle proved more effective than a Super Bowl ad. answer: Ford Explorer 3. What is the second largest internet search engine? answer:… Continue reading Trivia Tuesday!

Social Networking For Advisers: Tactics to Use with Clients, Prospects, and Allied Professionals

Check out the audio/video from our recent best practices webinar featuring Andrew Gluck, CEO of Advisor Products, Inc. https://cls3.wpengine.com/secure/shared/pdfs/marketing/social_networking.wmv Use of social media sites is EXPLODING and advisers must keep up with this new mode of communication to be successful. In addition to covering some of the major compliance challenges you as a financial professional… Continue reading Social Networking For Advisers: Tactics to Use with Clients, Prospects, and Allied Professionals

Chapter 5, Social Networking for your Business

The Evolution of Technology: Effective Social Networking for your Business The business and marketing world is always evolving and, while there’s something to be said about remaining committed to tried and true methods for promoting your business and prospecting for new clients, it’s important to be willing to embrace or at least experiment with new… Continue reading Chapter 5, Social Networking for your Business