Home > Tag Archives: Web 2.0

Tag Archives: Web 2.0

Social Media: Ethics & Best Practices for Attorneys

Like financial professionals, attorneys bear the burden of using good sense and propriety online.  Would that everyone bore a similar burden! (but I digress).

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Presentation Note Taking

This morning I co-presented a workshop on social media for real estate agents with Andy Ciordia and Beth Griffiths.  The Broker In Charge asked us to provide the presentation in advance so that she could print it out for everyone to  take notes on.

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March Book Lust

Big news: I'm writing a book with Matt Davio called Tradeoffs: Leveraging the Longs & Shorts of Life. We'll use the language and practices of those who trade for a living to frame life's tradeoffs: time for money,  freedom for convention,  risk for reward, and money for goods and services.

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Sharing Deep, Sharing Wide


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End of Email?


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Regulatory Purgatory

How's a financial representative to compete with so many businesspeople in less-regulated professions who send e-newsletters and blog about their work?

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SPAM “Arms Race”

The rise in Bacn led to the development of a service called "other inbox" which separates Bacn from real-people-email. With other inbox you can open that notice from your bank when it suits YOU, instead of having it glare from your inbox while you're trying to do the work that generates the check that pays the overdraft.

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LinkedIn Answer on Business Planning

I have a download of right-brained business planning exercises for free download at my website. Also, on the homepage is a PPT of a presentation I gave on the topic.

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