Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Mastering Social Media
By Ellen UzelacIn a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.
July 20, 2011
Client reviews: Are you maximizing opportunities?If you've been keeping up with industry news in recent years, you've probably read countless articles explaining why clients leave their financial advisors.
July 19, 2011
6 more e-newsletter mistakes advisors should avoidHere are six more tips to make your e-newsletter a must read.
July 18, 2011
Advisors: What's your hook?The most effective approach is to identify a potential problem a prospect may have and offer a solution.
July 15, 2011
V is for VideoTwo things that have proven a little difficult for the life, health and financial planing industries to wrap its collective head around is a) how ...
July 15, 2011
V is for VideoTwo things that have proven a little difficult for the life, health and financial planing industries to wrap its collective head around is a) how ...
July 14, 2011
Create a 'branding one sheet' to acquire more referralsCreating a branding one sheet can be done quickly and easily. We have seen this become the main printed collateral of some firms to acquire more referrals. And I think we all could use a few more referrals these days!
July 13, 2011
Out of Sight is Out of MindIf you don't have deliberate (and creative) ways of staying in touch and reminding prospects and clients that you're a valued resource, they won't call you.