Intersection of Compliance, Marketing & Technology

Intersection of Compliance, Marketing & Technology


Latest Episodes

Data Security in Financial Planning #XYPNRadio - Intersection of Compliance, Marketing & Technology
April 25, 2016

Data Security in Financial Planning I had the pleasure of joining XY Planning Network Co-Founder Alan Moore on the network’s podcast this month talking cybersecurity and financial advisors. Data security in financial planning has never... The post D

Automation of Financial Planning? - Intersection of Compliance, Marketing & Technology
August 03, 2015

Automation of Financial Planning? The post Automation of Financial Planning? appeared first on Intersection of Compliance, Marketing & Technology.

LinkedIn Networking and Getting Real Results - Intersection of Compliance, Marketing & Technology
July 29, 2015

David JP Fisher discusses LinkedIn Networking with Blane Warrene on the podcast

Excellent Example of Twitter Working for Customer Service - Intersection of Compliance, Marketing & Technology
July 28, 2015

There are a multitude of ways to use Twitter and plenty of examples of both good and bad uses. There is plenty of evidence that 140 characters is plenty of room for engaging with your peers,... The post Excellent Example of Twitter Working for Customer S

Between Sessions: Sorry, There is a Tornado, I Have to Go - Intersection of Compliance, Marketing & Technology
July 23, 2015

Streamed live on Jul 22, 2015 Join +Blane Warrene and +Jay Palter on Between Sessions. Jay came up with a great name to represent the discussions and topics that come up so often at events and meetings in... The post Between Sessions: Sorry, There is a

FPPad Tech Tour 2015 – Some B Roll from Week One - Intersection of Compliance, Marketing & Technology
July 20, 2015

Some fun segments captured by Bill Winterberg and FPPad on Week One of the FPPad Tech Tour 2015 from North Carolina to Virginia to Washington D.C. It was a treat to spend time talking technology... The post FPPad Tech Tour 2015 – Some B Roll from We

FPPadTechTour 2015 Stopped by Durham, NC - Intersection of Compliance, Marketing & Technology
July 19, 2015

It was a wonderful treat to have the FPPad and Bill Winterberg crew visit Durham, NC for the FPPadTechTour 2015. We spent the afternoon at the American Tobacco campus, with a rich background for the... The post FPPadTechTour 2015 Stopped by Durham, NC app

Event Follow Up – Networking Tips - Intersection of Compliance, Marketing & Technology
July 16, 2015

A lot of questions come in to The Digital Well podcast around networking – both via social media as well as traditional networking – for me I consider that follow up. I address many of... The post Event Follow Up – Networking Tips appear

You Like Windows Phone, What? - Intersection of Compliance, Marketing & Technology
July 14, 2015

Yes, I said it. The technology advisor who has used Macs since 1999 and the first release of OS X. Yes, he who has had multiple Macs, all iPad models and iPhones 4 through 6.... The post You Like Windows Phone, What? appeared first on Intersection of Comp

Windows 10 is Coming (and it looks interesting) - Intersection of Compliance, Marketing & Technology
July 07, 2015

Pre-Windows Background Many listeners to The Digital Well know I have been experimenting heavily with operating systems the last 24 months from phones to tablets and laptops. Briefly, I started on computers with DOS and... The post Windows 10 is Coming (a