Once you've built out a strategy and policies for bringing digital marketing into your business (which includes social media), one of the seemingly insurmountable walls is planning for content. Content marketing does not have to be so mystic and unapproac

When I entered the financial services industry in the mid-90s, one of the first concepts illustrated to me was the financial planning process. In effect, as I was charged with supporting financial advisors, I had to understand how they delivered a key com

Social media is about five years old in financial services. Not that someone didn't use it before 2009 - but that is essentially when it started emerging in our industry. In the past 12 months industry adoption of social media just surpassed 50% across al

It is fast becoming unacceptable to use compliance as the wedge and concern for not exploring how to incorporate digital marketing and social media in business. I discussed this recently with Wealth Management magazine. However, it is clear, especially in

Editor's Note: If you are curious about music stop by Music Musings, a Flipboard magazine I curate with Russ Thornton. We've got more than 37,000 readers tuning in on the app! Calling all musicians in financial services? For The Digital Well? Yes! Some o

The Digital Well is supported by Message Watcher, a modern message archiving solution supporting email, instant messaging, social media and more. And by Grantstreet Creative, a creative design agency providing services for web site design and management,

There has been quite a bit of discussion about the emergence of automated financial planning and wealth management platforms (aka Robo Advisors). These includes platforms like Betterment, Wealthfront among several others. I’ve been involved in discussio

Jay Palter and I meet twice monthly and co-host Between Sessions, a Google Hangout on Air exploring the digital business model in financial services. For July 4 we chose to hold the Independence Day edition while discussing The World Wealth Report 2014, a

The Morningstar Investment Conference was held in Chicago last week at McCormick Place. From the live traffic as well as the trending hashtag on Twitter, this was a successful event! Talk about good fortune - we also caught up with Michael Kitces, who is

The Digital Well podcast landed at the Morningstar Investment Conference last week in Chicago (see the hashtag #MICUS - it was highly engaged and trended on Twitter) as part of the Social Media Lounge. In between our workshop activities, discussing strate