Advisor Blog: Wealth-O-Nomics

Here’s the second in my series of profiles on advisor bloggers. This time, it’s from a former Techfi client, Bob Klosterman. Bob was one of the first clients to use Techfi’s web technology, the web add-on to Portfolio 2000 that later became Techfi Web Office. His blog is called Wealth-O-Nomics.

1. How would you describe your business?

We are a fee-only wealth management firm.

2. When and why did you start blogging? Who set the blog up for you?

I started about two months ago. We felt it was important to be part of the conversation in the blogosphere. More and more people are using the Internet to gather information and we want them to have an opportunity to be aware of our existence. We also have four private blogs for the exclusive use of our clients. We post investment updates and data there and information clients would find useful. I set the blog up myself.

3. How often do you post and how much time does it take?

On to two times a week. I guess I spend 2-3 hours a week.

4. Have your clients noticed the blog? What have they said?

Some have noticed and think it’s cool but not many. Our clients are fairly well satisfied with what we have done for them. This is for branding.

5. What software do you use… For your blog? To run your practice?

Blogger

6. What websites or blogs do *you* read regularly?

New York Times Books

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Thanks to Bob for taking the time to answer my questions.

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1 Comment »

  1. WealthFly » Advisor Blog: David Laidlaw said,

    June 3, 2008 at 9:03 am

    […] is our second advisor blog profile with a National Advisors Trust advisor (Bob Klosterman’s Wealth-O-Nomics being the […]

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