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Google Wallet Represents A New Way For Content Providers To Be Paid, And Some Advisors May Want To Become Content Providers |
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Wednesday, October 03, 2012 22:41
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Tags: client education | google | intellectual property | Offbeat | productizing | prospecting Google Wallet for content is an experiment to see if users will be prepared to pay for individual web pages if the buying process is easy enough. Should advisors participate in this experiment?
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Most financial advisors have no interest or talent for creating content, but a small number of you do. For those who do, check out what Google just started doing with Wallet.
Wallet is experimenting with allowing content providers to get paid for access to their content. It allows a content provider to offer partial access to a Web page and make people pay 50 cents, $5 or any other amount to access the full Web page.
How could advisors use this?
Say you want to create an investment advice service for DIY investors. You could post model portfolios on a Web page and make your methodology available and some research public, but require a payment for access to the full details about your recommendations.
I realize that what I am saying could be a compliance minefield. But this type of service is coming and Google Wallet may be an easy way for advisors to get paid for their knowledge.
The model portfolio idea could also be a loss leader, just a way to get people to let you manage their portfolios.
Model portfolios represent just one type of research piece you could provide. You could also provide special reports on 529 plans in your state, quarterly analysis of the investment choices offered by 401(k) plans of the biggest employers in your area, or other specialized knowledge.
You would probably want to produce research that requires little writing but does involve number crunching, tables of data that can be updated periodically. It would need to be repeatable. It would be best if it is research you are producing now for managing client money but that you do not get paid for -- tasks that you must do every month or every quarter. You would also want to produce content that is targeted locally.
What do you think?
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How To Run A Sales Presentation Over The Web Using A Free Web-Meeting App |
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Tuesday, October 02, 2012 12:38
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An advisor yesterday asked me how I make presentations on the Web. So I wrote up the instructions below. These instructions assume you want to practice before actually doing a live presentation with a client, and they use Join.me, a free service that is excellent. This Website Is For Financial Professionals Only
To use this technology effectively for the first time, you’ll need the help of an associate.
You (the presenter) will preferably be using two monitors and you both need a computer with Internet access.
Ideally you’re both in the same room or adjoining rooms, which makes it easier to communicate and see what you’re doing the first time you try this.
On separate computers, you go to and your associate should go to www.join.me
Next to the the box where it says "share," click on “Basic” and then on the orange circle button
That should start the download of a small file that you install, probably by double clicking on it.
After the installation you will be sharing your screen and a meeting dashboard containing nine numbers will appear.
Read those numbers to your associate and tell him to input them in the "join" box and click the green circle button.
Your associate will then see your screen.
Now open PowerPoint and go into Slide Show View.
If you previously set up Presenter View, your notes should appear on one monitor and the slide show seen by those in your Web meeting will see your slides and not your notes. Below is a short presentation about how you can set up presenter view for Web meetings.
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Is Your Website Just An Online Business Card? |
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Wednesday, September 26, 2012 17:26
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Tags: Search Engines | SEO | website optimization
In today’s competitive world having a stagnant website won’t bring in business. There are some important things you can do to change your web presence and attract more clients.
This Website Is For Financial Professionals Only
In August, Pew Research Center released a study showing that 85 percent of all Americans use the internet. According to Nielsen the average U.S. internet user will visit 105 web sites and view over 2,437 pages in just one month.
So just exactly how do you keep your website ranking higher in the search engines?
1. Use blogging and social media tools. Just be careful as financial advisors you must keep your content compliant. Partnering with third party company, such as Advisor Products, will provide you with compliant content that will keep your clients’ engaged.
2. Increase your website ranking using SEO, otherwise known as Search Engine Optimization. SEO is an internet marketing strategy that considers how search engines work, what people search for, the actual search terms or keywords typed into search engines and which search engines are preferred by their targeted audience. By optimizing your website you will be more likely to attract new clients looking to use your services.
3. Consistent frequent communication. It is important to stay in touch with your clients by emailing them with useful content that will help keep you on top of their minds.
A prospect will most likely visit multiple financial advisor sites before deciding on one to go with. Increase your chances to be that company by optimizing your website, with the help of a third party company that specializes in compliant content for financial advisors.
Please read more on this topic:
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GoDaddy’s Outage Caused More Disruption Than Just Websites Going Down |
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Friday, September 14, 2012 21:59
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Tags: security On September 10 2012 GoDaddy.com experienced an outage that took down the company’s services for hours. This outage caused more disruption than is being written about.
This Website Is For Financial Professionals Only
This outage caused a few of our clients to lose internet access because of the settings in their own firewall. Some firewalls have advanced features that are meant to fail over to an alternate internet line when the primary line is down. Because the firewall could not reach the website it used to determine that the internet was up the firewall shut down the internet.
We have all become so dependent on the internet that we can't to have the internet be down.
Some recommendations to prevent this from happen to you:
- Have at least two internet providers of different technology (ie Cable, Fios or Fiber)
- Test your firewall to make sure the fail over is working properly
- Use a Wireless 4G USB or Mifi for backup (some firewalls can be configured to use as second internet)
Read more on the GoDaddy outage in the following articles:
Please feel free to comment on how this outage affected you.
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How To Improve Your Site's Search Ranking Using SEO |
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Friday, August 24, 2012 03:02
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Tags: marketing | Search Engines The most recent effort by Google and other search engines to make search better for consumers makes it wise to stop stuffing keywords into poorly written copy and focus on quality. Unique blogs, images, and video are all increasingly key in today’s Web world, This Website Is For Financial Professionals Only
says PC World.
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