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Philipcalvert's Clips
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Submitted by Philipcalvert:
Just about every newspaper you read and every website you visit is talking about Social Media. It’s the current ‘big thing’ on the Internet and everyone’s getting involved. Except those of us in Financial Services.You see we’re not quite sure if it has any relevance to us. After all, sites like Facebook are for kids – aren’ (Read More)
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Submitted by Philipcalvert:
The growing number of adviser firms setting up a business page on Facebook suggests they are finally embracing the benefits of social networking.According to networking guru Philip Calvert, founder of IFA Life, while a fifth of advisers have a personal Facebook page, their companies have so far ignored the advantages of set (Read More)
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Submitted by Philipcalvert:
MICHAEL SURRETT’S investment portfolio hasn’t fully recovered from the market crash, but that didn’t stop him from retiring three weeks ago.Multimedia Back Story with the Times's Tara Siegel Bernard“We are no different than anyone else in this economy,” said Mr. Surrett, 64, who lives in Valley Springs, Calif., with his wif (Read More)
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Submitted by Philipcalvert:
Last week, we had a lot of discussion at Behavior Gap about financial plans versus the process of financial planning and the idea that a financial plan as a stand-alone product is pretty much worthless. But the process of planning is incredibly valuable. It's this sort of iterative process of refining and tweaking over the (Read More)
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Submitted by Philipcalvert:
Erik Weech learned about sneaky banking polices the hard way.A few weeks ago, Bank of America hit the Chicago marketing man with a $35 overdraft fee when he had more than $130 in his account. The bank was apparently "holding" his money for charges that hadn't cleared - only they appear to have been holding three times more (Read More)
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Sep 26, 2009
Submitted by Philipcalvert:
It’s remarkable how writing something down really focuses the mind. I’ve been in deep thought over the past few weeks, following a blog I wrote about how the current IFA business model is basically broken and difficult to scale up. What stopped me from my navel-gazing was news that Keith Churchouse is ready to launch a new (Read More)
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Submitted by Philipcalvert:
According to the financial social networking website, 95 per cent of advisers admit that they do not ask clients about their internet use during the factfind despite the two fastest growing demographics on Facebook being women between the ages of 45 and 65, and men aged between 45 and 54.Philip Calvert, founder of IFA Life, (Read More)
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Submitted by Philipcalvert:
The FSA and the Office of Fair Trading have warned financial firms against the use of false or misleading keywords, such as independent financial advice, within their websites to boost their search rankings.The regulators have published joint guidelines for online advertising, which now includes the regulation of keywords u (Read More)
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Sep 23, 2009
Submitted by Philipcalvert:
Independent financial advisors (IFAs) should not dismiss social networking sites when considering how to offer guidance and services to older people, it is claimed.According to the social networking site IFA Life, it is not just teenagers who make use of online resources and IFAs should therefore consider improving their on (Read More)
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Submitted by Philipcalvert:
Whilst there has been a marked increase in the number of IFAs using social networking websites, many don’t believe that their clients do.A survey of IFA attitudes to the sites found over 95% of IFAs do not ask clients about their use of the Internet as part of their fact finding activities, and so have no idea which of thei (Read More)
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Social Media Marketing junkie | Motivational Marketing Speaker
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