John Stone spoke at the Charles Schwab Impact2010 for a second year. At this event, John led two sessions on digital presence and social media as well as hosted guests for informal presentations at the cyber lounge on the main floor:

  • One session was focused on emerging digital trends and social media explore ways an RIA firm can use social media and web presence effectively for growth and relationship development. John presented a “Day-in-the-life” of an advisor engaging social media naturally to drive and extend relationships.
  • A second session focused on the emerging trends in web digital media and explored ways that an RIA can plan and build a Revenue Architecture to deepen and expand relationships with existing clients.