Recent Stories From This Author
Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.
All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.
How to find and understand the three website metrics advisors should care about.
The challenges women face -- earning less and living longer on average than their male counterparts -- greatly affect how they invest and what they're looking for in a planner.
Advisors don't think financial planning is boring, but many other people do. Here's how you can put an exciting spin on your business to entice new clients.
Marketing approaches that worked in the past no longer cut it. What boomers seek in an advisory relationship isn't what their children value. Here's what millenials are looking for.
Social media has made the opinions of others even more important to our decision making. Here's how advisors can tap into the power of that influence.
A funky website or emails with typos will work against you in just the same way as scuffed shoes and a messy desk, says a former advisor and social media expert. Here are three quick ways to put a fresh shine on your social media sites.
There are a number of social media mistakes that can trip advisors up. Get these details right to boost your social presence and see your content shared further.
Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.
The goal of your website is to gather contact information so that you can reach out to prospects. You can do this using a three-step process.
Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.
When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.
Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.
Blogger Craig Faulkner says he is tired of hearing people his age talk about how confusing all the new technology is. He is convinced that most advisors are more intimidated by the idea of technology than by the technology itself. Check out three tricks to help you get the jump on all of the new data, devices, and demands they make on your brain and your time.
Late night comedian David Letterman joked, “Everybody is talking about the fiscal cliff. And I'd be talking about the fiscal cliff too, if I knew what the hell it was.” Your clients and prospects are probably just as worried, and twice as confused.
Many people use LinkedIn to search for a new job. As a financial professional, you want to use LinkedIn to search for new prospects, and strengthen your relationship with current clients. So in a way, your LinkedIn profile is like a mini-resume. Your profile is successful if it helps prospects and clients have confidence in your abilities and want to engage your services.
How to utilize social sites effectively is on everyone’s mind these days, and most advisors can readily understand how to use a site like LinkedIn for business contacts. But what about Facebook? Does a site that traditionally features family pictures and silly contests really help you promote yourself and your services?
Social media is rapidly changing the way financial advisors approach their marketing efforts, but staying current with compliance regulations can be a challenge.
Facebook is the world’s largest social network with more than 800 million active users. That is a lot of potential clients. However, Facebook presents some unique challenges to client acquisition, according to Craig Faulkner.