Recent Stories From This Author
Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.
Preparing now can position your firm for a tidal wave of success, but failing to understand and adapt to generational differences may create a shock wave for your firm.
Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.
“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.
The Marketing Maven offers marketing insights from the Ladenburg Institute of Women and Finance Symposium
Social media is all about building trust and reputation, and the latest Edelman Trust Barometer shows its relevance is on the rise. Are you still on the sidelines?
Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack.
While beauty is in the eye of the beholder, there just seems to be a lot of noise “out there” as people in general and financial advisors in particular grapple with Twitter etiquette, Facebook do’s, and LinkedIn don’ts. Marketing Maven Marie Swift demystifies the art to using social media to build relationships and to amplify your voice.
Planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business.
Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.
Marketing expert Marie Swift says basic seminars are no longer a client magnet. Successful financial planners must be educators, networkers, and online trailblazers. Here are some ideas to get you started.
Marketing expert Marie Swifts says creative events help savvy financial advisors build top-of-mind awareness and relationships that last.
Marketing expert Marie Swift says that if you believe that your brand of personal advice and investment acumen needs to find its way into the lives of more right-fit clients, stop procrastinating and pick a couple marketing initiatives to start now.
Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities.
Marketing expert Marie Swift says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Heres how one savvy financial planner is doing just that.
Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.
Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.
It has always been important for advisors to build and manage their brand. But the proliferation and popularity of social media makes minding your online reputation more essential than ever.
Marketing expert Marie Swift says establishing and continually increasing credibility is essential for todays financial advisors. Here are some tips to help build your reputation and increase your buzz factor.