Blog Entries in Marketing/Social Media

Blog Entries in Marketing/Social Media

Add Value to Your Client Experience

By Rosemary Smyth, MBA, ACC, Author on Monday, March 3rd, 2014

Rosemary Smyth, MBA, ACC, Author

It’s still early in 2014 and now is a perfect time to consider what you can do to add value to your client experience. Chances are your competition is currently prospecting your top clients, so you can be sure that a few of them are wondering what value they’re getting from retaining you as their financial advisor. Since value is “perceived”- you need to focus on the client and see what value means to them...Read More »

5 Things Advisors Aren’t Doing on LinkedIn, but Should Be

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

It’s the beginning of the year and all over the web, you’ll see top 10 lists of this year’s hottest social media trends. Dig deeper and you’ll hear that 2014 will be the year that Google+ takes over, mobile apps will be everywhere, image-based sites such as Pinterest will continue to gain steam, and micro-videos a la Vine and Instagram will be tops. Heck, there’s even talk that people should be taking more selfies...Read More »

Run Your Own Race

By Rosemary Smyth, MBA, ACC, Author on Tuesday, January 28th, 2014

Rosemary Smyth, MBA, ACC, Author

With the Olympics around the corner we are hearing from the athletes that they are all wanting to “peak” for their Olympic event. They also are planning what their strategy will be for the event, checking out who their competitors are and how they are going to use their strengths and abilities to bring home the gold...Read More »

Information Needs to be More Than Intelligent

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 15th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...Read More »

Monitoring and measuring your website performance: From Google Analytics to A/B Testing

In my experience at ByAllAccounts, many advisors have asked how they can better understand website activities, and improve their website performance. It’s an important question, because as Jonathan Bentley, Executive Vice President of InvestCloud, stated in a previous blog, “We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available...Read More »

6 Reasons Why Advisors Should Take Advantage of Webinars

By Sara Ruthnum, AdvisorWebsites.com on Friday, December 6th, 2013

Sara Ruthnum, AdvisorWebsites.com

Have you ever attended a webinar – a web seminar? It’s a great place to learn new and helpful information about the financial industry, but have you ever considered hosting one yourself? Webinars are a fantastic way to reach new audiences, generate leads and promote your brand...Read More »

3 Ways to Make Your Investment Writing More Effective

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, November 13th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

If you write your firm’s market commentary, client newsletter or individual client performance reports then you realize how hard it can be to engage your readers. Below are three tips from writer-editor Susan Weiner to help you increase the impact of your writing on clients and prospects...Read More »

Strategic Website Design for Advisors – Moving beyond text and images

Jonathan Bentley, Executive Vice President, InvestCloud

We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available. For that reason, advisors and money managers are starting to take their sites more seriously than ever before. As the largest developer of custom money manager and advisor websites in the US, InvestCloud, through its Light[Port] design group has built and managed over 500 sites in the last decade. In the last couple of years we have observed a change in advisor attitudes that we think is significant...Read More »

Guide to Understanding and Winning Wealthy Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, October 23rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

In 2011, more than 60% of investors we surveyed were considering firing their financial advisor in the next 12 months. The economic and business climate has become tougher since then. Margins are being squeezed and without bringing on new clients, or finding new sources of revenue, business expansion opportunities may be limited...Read More »

Answering the FAQs of Financial Blogging

Advisors have lots of questions about blogging, but two questions in particular seem to appear in my email inbox the most. Today, I’m answering these questions at length. There are two huge benefits to maintaining a financial blog. First, blogging adds tons of value in respect to search engine optimization (seo). The more blog posts you publish, the more indexed pages you create for search engines to display in their results...Read More »

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