Blog Entries in Marketing/Social Media

Blog Entries in Marketing/Social Media

5 Key Compliance Steps for RIAs Using Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Unlike broker dealer-affiliated advisors, RIAs have to create their own policies and procedures for social media. To make matters murkier, the Securities and Exchange Commission has provided little guidance on social media, but there are some things that are a given...Read More »

6 Tips for Planning a Success Event

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 8th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

In this age of electronic communication and social media, we can sometimes forget the value and importance a face-to-face meeting has in the business development process. In my opinion, events are often times the greatest way to show your appreciation and create needed face time with clients and educate prospects on the benefits of working with firm..Read More »

5 Tips to Jump Start Your Marketing this Summer

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, June 11th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

The lazy days of summer are made for barbeques, fireworks, trips to the beach or lake, and other vacation festivities. It’s also a perfect time to take a good look at your marketing and get a head start on some of those projects that have been on the backburner or seem a little more difficult to focus on in busier seasons..Read More »

Making the Most of Your Conference Experience

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, May 6th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

It’s that time of the year again. Conferences, seminars, workshops and other types of gathering are one of the most valuable resources for those in the advisor community. There are significant opportunities to benefit from the educational, networking, and business development components of these events. Besides, nothing replaces the opportunity to meet face-to-face with your peers.. But like any other business activity, proper planning is essential. Here are 6 ways you can ensure a successful experience...Read More »

The Essentials of Google Analytics for Financial Blogging

By Sara Ruthnum, on Thursday, April 24th, 2014

Sara Ruthnum,

The modern marketer is one part artist and one part scientist. Not only do you have to be creative, engaging the senses of your web traffic, but also you have to remember the numbers – measuring the successes (or failures) of your marketing strategies. Taking a look at the numbers, from the successful blog posts, to your most successful tweets, will help you determine what works and what doesn’t...Read More »

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 »

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