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Articles written by Guest Columnist Pat Allen


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Pat Allen: It's official -- the head nod is being replaced by a session attendee lifting up a smart phone to snap a picture of a slide.

Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn

The Chicago event's social media center was once a lonely place and RIAs didn't know a hashtag from tic-tac-toe

July 6, 2015 at 10:05 PM

Pat Allen:  You stand to gain minutes if not hours back in your day by checking RSS out.

How a little orange RSS icon changed my life and why it's unacceptable that 98% of advisors have no idea it exists

The automated content pusher is the most invaluable time-saving, easy-to-use social media tool RIAs have never heard of

May 21, 2014 at 6:29 PM

Pat Allen: My favorite content from the year broke new ground, introduced new ideas, deepened my understanding or changed my mind.

How 25 pieces of web content from 2010 should guide an advisor's digital approach for 2011

Top research, analysis and marketing that help humanize the financial services business are among Pat Allen's choices

January 6, 2011 at 2:19 PM

Pat Allen: From the bottom up and from the top down, wirehouses and broker-dealers are working toward enabling advisors to participate online.

What three highly wired financial advisors have to teach us about social media

Blogs may be the most influential -- and most forgotten -- form of social media

July 21, 2010 at 2:51 AM

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