People know planning is important - but right now they're not taking action. Consumers want to get an estate plan in place so their gone. When asked, more than 85% of parents and children said it was “very or extremely” important to communicate their decisions and wishes to their loved ones.
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If you’re a sports or movie fan, you’re probably familiar with Moneyball, the story of how the Oakland A’s used sabermetrics (applying statistical analysis to baseball records to evaluate individual players’ performances) to look at unconventional measures of success to build and sustain a winning ball club.
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Return-on-investment (ROI) calculations have always been the cornerstone of rationalizing and prioritizing business investment decisions, regardless of the state of the economy. The significant impact that enterprise mobility can have on a business creates a compelling ROI in a number of key areas for an organization.
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Organizations are recognizing the opportunity that mobile devices deliver to transform business processes, but the transition is not without challenges. To improve productivity, firms are equipping people whose jobs take them away from desktops/laptops — e.g., salespeople, field service personnel, insurance adjusters, partners, case workers and even customers — with smartphones and tablets. Users are choosing their iPad®, Android® phone or Windows® tablet as their platform of choice for working with information and content, making content delivery between traditional corporate IT platforms and mobile devices difficult to achieve. And, the productivity gains that organizations expected from equipping their mobile workforces with these devices have not materialized.
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Houston, we have a content problem. Today, as much as 70 percent of content churned out by marketing sits unused, even though a majority of the content is created specifically for sales enablement, and research from IDC reveals that 41 percent of sales reps don’t know what content to use, how to use it effectively or when to use it. That means that marketing teams are continuing to crank out content that isn’t getting used, when they should be delivering content that enhances the sales cycle and improves performance.
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Sales teams are the lifeblood of every organization. They are tasked with acquiring market share and growing revenues and profits. The amount of time, effort and investment that organizations make to hire, educate and provide sales opportunities to their sales teams is quite substantial...
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Financial Media Exchange (“FMeX”) is the world’s largest content library built exclusively for the financial services industry. Our single mission is to help financial professionals provide personalized marketing content to their clients in order to enhance those relationships and increase sales.
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Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it will be working with Audible, the world’s largest seller and producer of downloadable audiobooks and other spoken-word entertainment, and an Amazon subsidiary – to provide financial advisors with the most relevant insights from today’s leading business authors.
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Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it signed a partnership agreement with BNY Mellon whereby the FMeX offerings will be made available to BNY Mellon’s institutional-servicing clients.
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Plymouth, MA – March 9, 2017 – Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, today announced a partnership with Harvest Exchange (“Harvest”). Harvest, a digital distribution and behavioral data platform for the financial services industry, joins content partners like Morningstar, Kiplinger and Liberty Publishing in contributing to FMeX.
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Plymouth, MA – February, 2017 – Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it added content from Kiplinger – thereby allowing clients to access Kiplinger’s robust materials that focus on today’s most relevant financial planning concepts and strategies.
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The FMeX content and sales technology now available to over 125,000 financial advisors
Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it continues to add Registered Investment Advisors, Independent Broker-Dealers, and Financial Planners to its list of clients. Most recently, FMeX signed agreements with Redtail Technology, Cambridge Investment Research, Inc. and RBC Correspondent and Advisor Services.
Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it added Morningstar’s Financial Communications Content to its product offering – thereby allowing users to access Morningstar’s robust materials that focus on today’s most relevant investment concepts and strategies.
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Financial Media Exchange (“FMeX”), the world’s largest content library built exclusively for the financial services industry, announced today that it has added ETF Global’s proprietary ETF ratings, analytics and educational offerings for Exchange-Traded-Products to its platform – thereby allowing users to access ETF Global’s robust research that focuses on today’s most relevant investment product, concepts and strategies.
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Financial Media Exchange (FMeX), a leading provider of financial content, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into FMeX’s Content-As-A-Service platform for financial advisors. The CRM integration expands Financial Media Exchange’s relationship with Redtail, a leading provider of CRM solutions for financial professionals.
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Financial Media Exchange ("FMeX"), the world's largest content library built exclusively for the financial services industry, announced today that Tony DiLeonardi joined its Advisory Board.
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Thank you for joining us for The Redtail Practice Management Series: Streamline Client Communications with Technology delivered by Maureen Wilke with The CONNECTED Advisor and sponsored by FMeX. The webinar provided the steps to systemize and tailor client communications for an entire year and Maureen shared several 12-month client communication calendars, along with this Top Client Background Chart template.
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Whether you want to sell products, gain subscribers, persuade followers to a point or sway the hearts and minds of readers to your cause, they’ve got to know who you are in the first place. Your ability to encourage any of these actions comes from your brand’s authority -- and one of the best ways to build that is through the savvy use of social media.
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