Category Archives: Client Relationships

Reminder: Firm Name Change

As a reminder, we have changed the name of our firm from Delta Equity Services to Bolton Global Capital. Your brokerage account statements will identify Bolton Global Capital as the servicing broker dealer instead of Delta Equity Services. This represents … Continue reading

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Practice Management Ideas For RIAs

Webex Thursday, May 17 at 4 P.M. Eastern https://www1.gotomeeting.com/register/860660761 At this webinar, you will hear practice management ideas that will save you time and money or increase your marketing reach, including how to:  Archive emails, tweets and other social content … Continue reading

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Pershing Recognized by the Customer Service Institute of America with Prestigious International Service Excellence Award

JERSEY CITY, N.J. — Pershing LLC, a BNY Mellon company has been awarded the 2011 International Service Excellence Award in the Large Business Category by The Customer Service Institute of America (CSIA) in recognition of its global service leadership. Pershing’s … Continue reading

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New Content Marketing Tools And Techniques For Wealth Managers

Thursday, March 8 at 4 p.m. EST https://www1.gotomeeting.com/register/600164072 Advisor Products in recent months introduced innovative new tools and techniques to help financial advisors retain clients and market to high-net-worth individuals. At this webinar, you learn how we make it easy … Continue reading

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Adding Clients and Streamlining Processes In 2012

Friday, November 11 at 4 p.m. EST https://www1.gotomeeting.com/register/274187976 This webcast is presented by Advisors4Advisors. Coming off a four year string of crises, 2012 could be one of the single best opportunities in years to add clients and streamline operations. In … Continue reading

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Using Google Analytics To Enhance Your Web Presence

Friday, September 23 at 4 p.m. EDT To register, visit: https://www1.gotomeeting.com/register/291234408 Your website’s traffic doesn’t have to be a mystery. Google gives you the tools to keep track of the number of people who visit your site and how they … Continue reading

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