Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Mastering Social Media
By Ellen UzelacIn a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.
July 20, 2011
Client reviews: Are you maximizing opportunities?If you've been keeping up with industry news in recent years, you've probably read countless articles explaining why clients leave their financial advisors.
July 19, 2011
6 more e-newsletter mistakes advisors should avoidHere are six more tips to make your e-newsletter a must read.
July 18, 2011
Advisors: What's your hook?The most effective approach is to identify a potential problem a prospect may have and offer a solution.
July 15, 2011
V is for VideoTwo things that have proven a little difficult for the life, health and financial planing industries to wrap its collective head around is a) how ...
July 15, 2011
V is for VideoTwo things that have proven a little difficult for the life, health and financial planing industries to wrap its collective head around is a) how ...
July 14, 2011
Create a 'branding one sheet' to acquire more referralsCreating a branding one sheet can be done quickly and easily. We have seen this become the main printed collateral of some firms to acquire more referrals. And I think we all could use a few more referrals these days!
July 13, 2011
6 e-newsletter mistakes advisors should avoidDo you send out an e-newsletter? If so, this first half of the MarketingSherpa's "Dirty Dozen: Email Newsletter Mistakes Nearly Everyone Makes," contain some poignant advice.