From the President – August 2016

SSN Marketing From the President

In last month’s column, I mentioned that a new component of FOCALweb, Fusion, will soon replace the account opening, data gathering and document creation parts of FOCALweb.  At the same time, we will be deploying another new feature of FOCALweb called Connect, which essentially replaces the remaining elements of FOCALweb.  Connect includes commission statements, password reset, home office directory, news, …

Keeping Your Tech Safe and Secure

SSN Marketing IT

Keeping Your Tech Safe and Secure By Brandon Hill, Technology Specialist In today’s business environment your computer is one of your primary tools. Your computer will contain client documents, client contact information, meeting notes, photos, music, and other important information. Having all of this data stored on your computer effectively “puts all your eggs in one basket”. If anything happens to …

From the President – October 2015

SSN Marketing From the President

On September 24th, SSN had the honor and privilege of attending the Inaugural WealthManagement.com Industry Awards Ceremony in New York. Our firm was nominated for the technology award for our FOCALweb platform, and although we did not win, just to be nominated as a finalist was a tremendous honor. The WealthManagement.com Industry Awards program was initiated to recognize outstanding achievements …