The ClientWise Blog

Think Outside the Platform and Get New Clients

Posted by Ray Sclafani on Jul 8, 2016 3:26:00 PM

If you’re like many advisors, you probably associate certain social networking sites with specific functions. Facebook is the platform you turn to for attracting new prospects and engaging with existing clients. Twitter is the platform you use to disseminate timely information and build your credibility as a “thought leader.” LinkedIn is the site you rely on to network with other advisors as well as to cultivate and engage with your network of professional advocates.

While those are certainly logical uses, the important question to ask yourself is whether or not they are the ONLY uses. Are you getting maximum benefit out of the time you invest in social media?

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media

I'm on Social Media, Now What?

Posted by Ray Sclafani on May 26, 2016 9:52:52 AM

From time to time, I write about the growing relevance and importance of social media. Unfortunately, for many of you affiliated with broker-dealers, the topic has proven to be a veritable minefield of shifting internal policies and procedures. Let’s be honest – a social media policy that relies on pushing out pre-approved “canned” messages and insights that bear little to no resemblance to your unique personality, style, tone or views, is by and large doomed to fail. But just how engaged with social media are your wealthy, older clients? Is it a genuinely viable communication channel?

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, social media for wealth management advisors

6 Social Media Secrets for Financial Advisors

Posted by Ray Sclafani on Jun 9, 2015 1:53:48 PM

The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing team and digital community managers at ClientWise are constantly commenting on how much they do to keep up with the latest and greatest in the world of social media.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Business Development, Client Engagement, networking,

Financial Advisors, Could Your Webpage Be Costing You Clients?

Posted by Alix Purcell on Sep 16, 2014 12:58:00 PM

You are probably at a point in your career where you're acquiring clients in a variety of ways.  If you have an active professional network, you might be finding centers of influence in lawyers and CPAs who refer you clients. If you have developed strong relationships with your current clients, you are probably also receiving referrals from them on a somewhat regular basis. Perhaps when you receive these referrals you’re introduced via email, maybe even in person. Either way, you can almost guarantee that when it comes time to make a decision, that referral will visit your website before they contact you.

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Marketing Approach, SEO, Client Engagement, Website Design

5 Actions Financial Advisors Should Take on Social Media TODAY!

Posted by Alix Purcell on Sep 11, 2014 10:00:00 AM

In August we published a blog about going digital in one weekend. Have you done it yet? Well, if not, you’re missing out. Social media expert Amy McIlwain, who specializes in the financial services industry, explains exactly why in her recent article “20 Astonishing Social Media Statistics for Financial Advisors.”

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Technology, Communication, Marketing Approach, Client Engagement

Checklist: Go Digital in One Weekend

Posted by Alix Purcell on Aug 7, 2014 4:00:00 PM

Thinking about increasing your digital footprint? Your kids are constantly on social media, your wife has created various profiles to promote her business, heck, even your mother is online sharing content and promoting her favorite brands and causes. You dabble occasionally, but usually only if forced, and if you’re like most financial advisors, the thought of going digital in your business seems like a lot of effort for very little return. But the truth is, it’s the way of the world, especially if you are looking to target a younger generation of investors that will keep your business sustainable and growing into the future. .

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Technology, Marketing Approach

6 Brilliant Strategies That Will Maximize Your Conference Experience

Posted by Alix Purcell on Jul 22, 2014 11:20:00 AM

As a featured participant at The 2014 LPL Financial Focus Conference in San Diego next month, we’ve been working with many of our LPL clients on maximizing their attendance at these types of events. 

 

No matter how you look at professional conferences—a necessary obligation, a break from an otherwise stressful work week, an opportunity to meet new people, a place to get free stuff—they usually take up a full day and almost always fall short of your expectations.  So how do you avoid this and make what might seem like wasted time, an incredibly productive investment of your time?

 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Coaching, Client Acquisition, Social Media, Business Development

What is #NFAW14?

Posted by Alix Purcell on Jul 17, 2014 12:31:00 PM

Prime location, check. Leading financial media outlets, check. Top financial advisors, check. Eager investors, check. Celebrity appearances and life-changing giveaways, check and check! The first ever National Financial Advisor Week has got it all, and Advice IQ, its host, isn’t testing the waters. They’re going in head-first with a full takeover of Times Square, and the result is anticipated to be as impressive as the approach. 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Business Development, ClientWise

Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors

Posted by Alix Purcell on Jun 19, 2014 11:13:00 AM

For some advisors, especially those in younger generations, their online presence is as powerful a marketing platform as word-of-mouth or referral-based networking is for advisors in the baby boomer generation. This also puts these younger advisors at an advantage in terms of reaching the younger demographic of clients, who frequently look for financial advisors online.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Technology, Marketing Approach, SEO, Website Design, Writing

Leveraging LinkedIn, Connecting with Competitors and Upgrading to Premium

Posted by Ray Sclafani on Jun 17, 2014 10:35:00 AM

As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked questions regarding the best Linked In strategy for FAs, and have outlined a few tips to consider here that will maximize your use of this incredible tool.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Communication, Marketing Approach, Business Development, Relationship Management

Getting The Most Out of Your LinkedIn Analytics

Posted by Alix Purcell on Mar 25, 2014 9:25:00 AM

For many financial advisors LinkedIn has been a largely underused marketing tool. Even those who have a fully updated and complete profile might not be tapping into the full worth that this resource offers. According to LinkedIn, as of February 6, 2014 LinkedIn had 277 million users, with 84 million of those in the United States. It is also the clear choice for professionals using social media as a driver for their business, as it accounts for 64 percent of visits from social media channels to corporate websites (Twitter only accounts for 14%). It can be an incredible prospecting and client acquisition tool for advisors, but you have to commit the time to make it work for you. 

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Social Media, Marketing Approach, Client Engagement

2 Ideas to Improve Your Advisor Website’s SEO Strategy Right Now

Posted by Joe Del Bene on Oct 10, 2013 10:51:00 AM

When clients type your name or firm into Google, (or any search engine) what do they find? Every website on the internet has a goal of reaching number one on the long list of results. Very few websites actually reach that goal because there is only one top spot per keyword phrase.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Marketing Approach, SEO

Is Blogging for You?—3 Questions to Help You Decide

Posted by Joe Del Bene on Aug 13, 2013 9:35:00 AM

This is a guest post from Susan Weiner, CFA, and author of the new book Financial Blogging: How to Write Powerful Posts That Attract Clients.

Blogging is great for business, but it's not right for every financial planning, wealth management, or investment management firm. You can assess whether blogging is right for you and your financial firm by answering the questions below.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, Technology, Marketing Approach, SEO

Sharing is good!

Posted by Ray Sclafani on Aug 12, 2013 3:28:00 PM

(And so is ice cream!)

In the first place, we'd like to thank you for subscribing to the ClientWise blog.

One of our central missions is to help our successful clients to become even more successful. Many of our blog subscribers are high performing financial advisors, yet a sizeable number of our subscribers are entrepreneurs and professionals outside the financial service industry.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media

Social Media Cheat Sheet for Financial Advisors

Posted by Joe Del Bene on Jul 30, 2013 11:00:00 AM

The Social Media Revolution is under way! Statistics show that half of the entire world uses social media so you can bet that your target markets are already socially engaged. In March of 2013, 30% of advisors reported that compliance is biggest challenge with social media. Since the SEC’s recent decision to open the door for advisors using social media, there’s now few excuses for advisors to avoid social media.  

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Social Media, SEO, Website Design