Total: 50 results found.
Page 1 of 3
Five Reasons Why Advisors Should Use Infographics
(Matching tags: marketing)
Having designed and launched numerous print and Web solutions that have been widely adopted by the financial advice profession since 1996, I can say without reservation that the typical financial advice ...
Friday, May 17, 2013
Eight Tips To Jumpstart Your Advisory Firm’s Online Videos And 20 Suggested Video Topics, Plus A Discount Code For $30 Off Camtasia Studio 8 Video Editing Software
(Matching tags: videos,marketing)
Speaking at A4A’s Financial Advisor Webinar Series last Friday, Matt Pierce, a Camtasia Studio training manager at TechSmith, provided an overview of this powerful video editing software application. ...
Thursday, April 25, 2013
What Every Financial Advisor Needs To Know About Producing Videos; An Essential Guide For Financial Advisors
(Matching tags: advisor websites,client education,videos,marketing,client communications)
... home page that has been viewed more than 50,000 times since July 2011 and another one about content
for advisors that has been viewed 18,943 times in less than a year. Here's why you need to ...
Thursday, April 18, 2013
Free Social Security Benefits Evaluator Determine An Appropriate Social Security Strategy That Aligns With Financial Goals
(Matching tags: social security,income planning,marketing,differentiation,client education)
... they will get from you is good
. And the tool does let people see that making a change in their Social Security benefit strategy can have a big impact on their retirement income. ...
Thursday, March 21, 2013
The Most Overused Advisor Marketing Phrase Of All Time: “We Give You Peace Of Mind”
(Matching tags: marketing,differentiation)
If your website or brochure promises people “financial peace of mind,” you're actually sending prospects the wrong message.
Monday, March 18, 2013
Accused By State Securities Regulators Of Falesly Advertising He Acted As A Fiduciary, Illinois Advisor Says He’s Done Nothing Wrong
(Matching tags: Advisor businesses,marketing,compliance,fiduciaries)
In a case that could have wide repercussions for financial advisors and consumers, the State of Illinois last week filed civil charges against a financial advisor that essentially alleges he advertised ...
Monday, March 11, 2013
How Can Advisors Use Crowdsourced Data For Lead Generation?
(Matching tags: target marketing,research,marketing,prospecting)
Using data drawn from queries entered into Google, Microsoft and Yahoo search engines, scientists at Microsoft, Stanford and Columbia University have for the first time been able to detect evidence of ...
Thursday, March 07, 2013
Why Advisor Products Rarely Gets Covered In The Trade Press And Advice For Advisors About Their Client Newsletters
(Matching tags: SEO,internet marketing,integrity,client education,marketing,Offbeat,advisor industry people)
A post in AdvisorOne today about the “debate” over whether to get a canned or customized newsletter tells advisors what they already know—you can build a canned or customized newsletter—and ...
Thursday, March 07, 2013
Facebook News Feed Draws More Criticism
(Matching tags: marketing,Social Media)
After The New York Times reported that Facebook's news feed for users seemed to be favoring sponsored posts at the expense of content shared for free, Times reporter NIck Biltion says he received dozens ...
Wednesday, March 06, 2013
Former SEC Chair Levitt Says Since SEC Did Not Pursue Money Fund Reform, FSOC Certainly Should
(Matching tags: marketing,mutual funds,sec)
Former SEC chair Arthur Levitt says the SEC blew its chance to fix the money fund problem. He refused to sign a letter prohibiting another regulatory body (namely, the Financial Stability Oversight Council ...
Tuesday, February 26, 2013
M&A Activity Is Heating Up Once Again; Is This The Beginning Of Another Buyout Boom?
(Matching tags: business owners,mergers,marketing)
Consumer confidence is what drives retail sales; business confidence is what drives mergers and acquisitions. The acquisition of H. J. Heinz and the merger of American Airlines and US Airways ...
Friday, February 15, 2013
A Practical, Personal New Prospecting Tool For Advisors Using Content Marketing Launched By slideshare; Email Presentations And Track Who Views Them
(Matching tags: slideshows,marketing,prospecting)
slideshare, the content
tool owned by LinkedIn and integrated with the popular social network, today launched a new feature that lets you send presentations to people by email and then ...
Thursday, February 14, 2013
Most Advisors Expect Growth But Few Have Developed Strategic Plans, Marketing Budgets, Or Intentional Implementation
(Matching tags: Advisor businesses,marketing,business strategy)
Although more than half of advisors expect their revenues to grow by at least 15% during 2013, only about 15% have a formal plan in place to ensure that growth. This is from an SEI quick poll ...
Tuesday, February 12, 2013
LinkedIn Tops 200 Million Members, Earnings Jump 66%, And Its Stock Price Soars, But The Really Big News Is That My Profile Was Among Top 1% Most-Viewed Of 2012
(Matching tags: client communications,LinkedIn,marketing,niches,integrity,Social Media,SEO)
LinkedIn just announced that it topped 200 million members worldwide—nothing like the 1-billion-plus members on Facebook, but nonetheless impressive. The company also announced a 66% jump in 4Q2012 ...
Friday, February 08, 2013
Social Media Is Like Any Other Marketing Tool But With A Generational Twist
(Matching tags: Advisor businesses,marketing,Social Media)
Social media has been touted as a game changer for advisor businesses but many are beginning to question the value of time spent networking on social media sites. It’s true that some advisors ...
Thursday, January 31, 2013
Economist Fritz Meyer Offers Prudent Investment And Economic Ideas For 2013
(Matching tags: investment management,investment strategies,Wealth Management,market timing,asset management,marketing,asset allocation)
Only about 40 advisors were in the room Tuesday when economist Fritz Meyer gave a one-hour presentation about the 2013 investment outlook. Meyer was brilliant. More than half the advisors ...
Friday, January 18, 2013
How RIAs Can Use A Quarterly Market Summary For Lead Generation On The Web
(Matching tags: website optimization,SEO,prospects,niche,marketing,niche management,Social Media)
For advisors using article
, social media, and Search Engine Optimization (SEO), a call to action is crucial. You need calls to action valued by your target market. A call to action ...
Monday, January 07, 2013
A New Year’s Resolution to Grab Some Earned Media Attention
(Matching tags: marketing,public relations,media)
It’s a new year and a time when financial advisors make their own resolutions, but how many put grabbing some earned media attention on the list? There will be thousands of stories in print ...
Wednesday, January 02, 2013
Choosing Your Keywords Wisely: Tips For Wealth Managers
(Matching tags: SEO,marketing,Search Engines,Social Media)
What are your keywords? For a financial advisor these days, knowing your keywords is as important having an elevator speech. If you think your keywords are “retirement plan,” “401(k),” ...
Tuesday, December 11, 2012
Futurewealthy Have Multiple Millions Now And Are Spending More Time Online; Are You Going Online To Meet Them?
(Matching tags: client education,marketing,Social Media)
A study by SEI, Scorpio Partnership, and Standard Chartered Private Bank found the wealthy investors of the future are spending more time online. This finding increases the need for advisors ...
Wednesday, November 28, 2012
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