August 21, 2012
The growing complexity of investing has created challenges for investors and financial advisors alike. Saxon Sorrentino of Fiserv says the best way to enhance productivity is to improve and integrate technology.
December 20, 2011
TJ Gilsenan, the Web Savvy Advisor, says it's time for advisors (if they haven't already) to start tweeting. Here are some tips to help you and your firm start taking advantage of this powerful social media tool.
October 26, 2011
Getting started in social media is a lot like getting started in investing. It pays to have a plan. And, much like investment planning, TJ Gilsenan, the Web Savvy Advisor, says social media planning involves assessing where you are now, determining where you want to go and establishing a plan to get there.
October 4, 2011
An advisors website is his or her most valuable piece of Internet real estate. TJ Gilsenan, the Web Savvy Advisor, explains not only why, but provides five important steps every advisor can take now to create and maintain a more effective website.
September 20, 2011
We finally have some numbers to attach to all the discussion surrounding social media for financial advisors. The people at Nielsen (the same people who measure television audiences) recently released a report detailing social media use in the US. The report is rich with actual numbers and data. While you can read the report yourself, I thought it might be helpful to hit some of the highlights here.
September 6, 2011
Video can make a big difference in the effectiveness of your website. Most websites, including financial advisor sites are about conveying information. The easier you make your content to process for your visitors, the more likely they are to stick around. Video is a great way to do this.
August 9, 2011
It's hard to argue that markets like this dont take their toll on advisors and clients alike. Managing client expectations is challenging enough already, let alone in the midst of all this volatility. How much communication is enough? Does every client need a call? Whats the right way to stay in touch? Many advisors answer these questions with a mix of proactive outbound calls and responses to inbound calls.
July 19, 2011
For a financial advisor, social media can be a powerful new business development tool. Managed right, social media can connect your business to an almost unending stream of new and interested prospects. But to enjoy that kind of success, you have to take an active approach.
May 20, 2011
Hubspots latest study shows that the number of companies that blog has grown from 48% in 2009 to 65% this year. Indeed, it appears that non-bloggers are fast becoming the minority, and its not hard to see why: companies that blog have 55% more visitors, 97% more inbound links, and 434% more indexed pages, compared to those that do not.
May 4, 2011
For many advisors, your personal or company website is the core of your web marketing efforts. It's no surprise, then, that advisors are starting to think about how to better utilize their website to both serve their existing clients and develop new business.
April 15, 2011
When it comes to social media most advisors will tell you my clients dont do that. On the surface, this seems reasonable. However, if you have clients who work in corporate America, all bets are off.
March 22, 2011
LinkedIn is a powerful networking tool that can have a significant impact on your bottom line.
March 4, 2011
With JPMorgan rumored to be eyeing a minority stake in Twitter that would value the company at $4.5 billion, its time for advisors to start taking it seriously. Not surprisingly, like many other aspects of web-marketing and social media, how an advisor uses Twitter is different from most everyone else.
February 18, 2011
When it comes to web marketing, independent advisors are different from everyone else. Which means there is a good chance you have been getting bad advice. Bad advice about using the web to grow your practice.