I met Todd Cohan via my Arkovi co-founder and good friend Carl Cline. Where do those introductions happen? In the compliance world one of the primary annual events is the National Society of Compliance Professionals.

Corey Westphal, founder of Mobile Assistant, joined The Digital Well podcast to discuss exactly how mobile transcription works. More compelling perhaps, even than sharing behind the scenes, are his advice on how mobile transcription works best. In short,

Continuing the discussion around content marketing in financial services on The Digital Well podcast, Pat Allen joins me in Episode 30 to discuss the state of marketing and asset managers. Allen, who operates Rock the Boat Marketing in Chicago,

A common question asked frequently is about the proper approach for choosing a backup solution in this modern era of individuals owning so many devices. Prior to 2007 an approach to backup meant insuring your computer was being served. Now,

Being Digital in Financial Services on The Digital Well podcast

There are a number of tactics you can use to strengthen your password security when working and browsing online. Certainly it starts with a password manager. Two factor, or multi-factor, authentication adds an additional layer that insures your online acc

I recently gave a talk at the TD Ameritrade #NationalLinc Conference in San Diego (January 29, 2015) on privacy and security, tactics for protecting your online account. We covered a lot of ground (you can see the preview slides for my workshop (http://bl

Serendipity is how I define meaning David J.P. Fisher - D Fish to many who know him. We crossed paths on the very topic we discuss on this episode of The Digital Well podcast. David is one of the smartest folks I know when it comes to networking - especia

Katie Brewer, a Dallas-based financial advisor and one of the founding members of the XY Planning Network (http://www.xyplanningnetwork.com), joins The Digital Well podcast for a discussion about financial planning technology. I had the opportunity to mee

The success or failure of your social media initiative, and especially effectiveness of your policies and procedures, hinges upon the team you assemble. It starts at the top with ownership and/or senior executives. They cannot simply sponsor but need to