Participant/Client Tools

By NAPA Net Staff12/15/2014 • 0 Comments

Financial advisors are making more use of social media than they were even a year ago — and reaping tangible financial rewards as a result, according to findings released by Putnam Investments Dec. 11. The findings are from the most comprehensive study conducted to date of the social media practices of financial advisors, Putnam says.

By Bruce Harrington10/7/2014 • 1 Comments

Having a brand that is easily and instantly recognized is one of the key success factors for top companies. The same principle applies to advisors in the DC marketplace.

By NAPA Net Staff9/16/2014 • 0 Comments


CUNA Mutual Retirement Solutions has hired Chris Graves as director of strategic accounts. Graves will lead all key account responsibilities with the company’s top DCIO fund family partnerships and broker-dealer relationships nationwide. 

By NAPA Net Staff9/16/2014 • 0 Comments

A newly released white paper from ShoeFitts Marketing shows financial services firms how to develop a social media policy, including comprehensive steps and strategies. 

By Fred Barstein6/20/2014 • 0 Comments

Remember when the Internet promised to do everything from clean your teeth to provide high-quality leads that cost very little? Well, the reality is a bit more sobering, but there are a number of online referral services to choose from, as outlined in a recent FAIQ article. Various services are profiled, mainly for individual investor leads, ranging from a take-off on to one that helps advisors get articles placed in the press, and a new one by a former FA called “FireMyAdvisor.”

By Marcus Chandler6/16/2014 • 0 Comments

It will hardly come as news that our world has gone mobile. However, just how fast this sea change is occurring is astonishing, and the potential impact on your practice, brand and marketing strategy can no longer be ignored. 

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