Vestorly Aims To Connect Advisers & Prospects – Content Marketing


The content sharing platform offers advisers insight into potential clients based on their online activity

I visited Vestorly and thereby the corner office occupied by Justin Wisz and Ralph Pahlmeyer recently.

They are the co-founders — chief executive and chief financial officer, respectively — of the six-person technology firm based for now on 26th Street in Manhattan.

Their space is unusual in that the two

Why Advisors Can’t Ignore Social Media


These days, your social media presence is more than an opportunity – it’s a mandate.

Thanks to today’s social networking platforms and the plethora of digital assets that can be produced with little effort, financial advisors now have the opportunity to connect with current and potential clients in ways that weren’t possible prior to the advent of websites, blogs, YouTube, LinkedIn, Twitter, Google+ and Facebook.