Posts related to wealth management and financial advisor marketing.

John Stone will be a panelist at the PLANADVISER National Conference scheduled September 21, 2010.

More information can be found here:

Topic: Technology and the Modern Adviser

How to use social media, such as LinkedIn, Twitter, and blogs to better promote yourself and your practice.


  • Jaime Benedetti, Owner/Financial Advisor, Benedetti, Gucer & Associates (Ameriprise)


  • Jim Stueve, President, Ridgeworth Investments
  • John C. Stone, III, Founder and President, Revenue Architects
  • T Henry Yoshida, Retirement Plan Advisor, The Maresh Yoshida 401k Group