Like most financial advisors you probably get the majority of new clients through referrals. Many of you ask your clients for referrals, while others have told us in surveys they don’t ask because they don’t feel they have earned the right to ask for one...Read More »
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In my work with financial advisors and firms, I have learned that one of the biggest obstacles to engaging in social media is knowing what to share on social networks. You’ve built your social media profiles and they look fantastic. Now what? I’m going to help you get unstuck and give you some recommendations for what to do next...Read More »
When it comes to using technology gadgets, such as computers, tablets and Smartphones, most advisors probably think of them as tools to enhance business productivity. As a marketer, I recommend that you also think of them as a means of communication. Third in a three-part series of actionable, tips on using technology...Read More »
Second in a three-part series of actionable, tips on using technology. The start of a New Year is a great time to think about new ways of delighting your clients and potential clients. In this post I’ll give you a tip for effectively using online video in your practice. And, the best part? You don’t have to be a marketing wiz or tech guru to use it...Read More »
Financial advisors have travelled a long way from some of the very old marketing tools to the newest high-end techology-based tools. Today, your clients’ and prospects’ habits have evolved along with the marketing industry. They have access to millions of pages online and will not tolerate being treated as a number in your mailing list or continuing to be fed old snail-mail marketing pieces. They want to be recognized as individuals and be treated as such. Instead, they will look for the information online, whether it is on websites, blogs or social media sites. Your goal as a financial advisor is to get found on all these different platforms. This means having an updated website, creating value on your blog and engaging with your community on Twitter, Facebook or LinkedIn...Read More »
At last week’s Women Advisors Forum, I was reminded about how multi-faceted the role of a financial advisor is. Joni Youngwirth’s presentation hit home with me when she spoke about the HR, marketing, operations, and other roles an advisor plays to manage her practice...Read More »
In our “always-on” media climate, watching presidential races has become like rubbernecking, watching for gaffes instead of listening for substance and observing character. The political election cycle has a lot to teach us all about how to engage people...Read More »
Ever feel like you’re lost in a swamp, sinking deeper into a social media quagmire? A bog with no bottom? An endless pool of sticky content? Do you post, tweet and share whatever butterfly catches your eye? If so, then you need to step back—all the way back—to your business or core communications objectives...Read More »
One of the stories pinging around on the Internet recently was Goldman Sachs' plan to hire a social media community manager. While most concluded that it was "the toughest job on Wall Street," I happen to think otherwise. It's actually my "dream job," as difficult as it may be. While it might be intensely challenging and would definitely require absolute vigilance, the upside is huge. I think this is the ultimate opportunity to prove the potential impact that social media can have in managing reputation and tipping point to move the needle in the all-important "court of public opinion." Executing a digital strategy for Goldman Sachs that would change the sentiment of both the public and Wall Street would be the validation that social media, especially in the financial services sector, really works. It's the ultimate use case...Read More »
1.) Networking opportunities with centers of influence such as CPA’s and Attorneys 2.) Attracting clients in their niche by creating content that addresses their issues and positions themselves as experts in the space..Read More »
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