The ClientWise Blog

Joe Del Bene

Recent Posts

ClientWise Welcomes New Team Member: Sophia Harbas

Posted by Joe Del Bene on Oct 1, 2012 8:59:00 AM


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

Topics: ClientWise

Financial Advisor's Tool: Leveraging The New Weekly Twitter Digest

Posted by Joe Del Bene on May 17, 2012 11:05:00 AM


Start checking your inbox, you will soon find a Twitter Digest.  On Monday, May 14, 2012, Twitter announced a new feature where users will have the option of receiving a weekly email digest in their inbox featuring top stories and tweets in their network.  This new feature for Twitter should be available to all users over the next couple weeks (I just received mine today).  This new digest highlights stories with summaries beneath each headline allowing you to only view the ones that matter to you.  All you do is click on any headline and it will take you to the full article or story.

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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

Free Google Advertising for Financial Advisors

Posted by Joe Del Bene on Apr 12, 2012 11:05:00 AM


 

Here’s an interesting exercise for financial advisors. In your Google search box, type “Financial Advisors near (insert your zip code here)”

Does your listing come up? If not, would you like it to? (This is a rhetorical question…don’t answer it!)

Many financial advisors are not aware that you can gain FREE advertising on Google for your wealth management practice quite easily, and (did we say?) it is free. By utilizing Google Places and Google Maps you can add a quick summary to Google, along with your address, a contact number...and "Voila!"...You’re able to “get found” locally on Google. 

Here is how to get started:

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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

RSS Readers: Save time. Help clients. Market better.

Posted by Joe Del Bene on Mar 22, 2012 11:05:00 AM

 Ever wonder what in the world is that tiny symbol that looks like some sort of relation to a sonar machine, usually on the top of some web pages?  Well that tiny icon is called an RSS feeder (Really Simple Syndication.)  It is a vital tool in the online world and allows you to stay on top of new and relevant content to your industry and the likes of your consumers.  It provides the ability to keep track of many relevant blogs and other articles without having to go to each individual site saving tremendous amounts of time. 

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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, Communication, Marketing Approach, Client Engagement

6 Financial Advisor Marketing Ideas for Twitter

Posted by Joe Del Bene on Mar 5, 2012 9:28:00 AM


Many of you might be thinking about using Twitter for business and have no idea where to start.  Rome wasn’t built in a day, and neither were the social networking sites such as Twitter.  Successful financial advisors are increasingly finding little to no time to take part in social networking.  However, the truth is it only takes about five minutes of your day. 

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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, Communication, Business Development

5 Best Google Practices for the Successful Financial Advisor

Posted by Joe Del Bene on Feb 24, 2012 12:37:00 PM


When looking for information in Google it can be very hard to validate which information you are looking for within the accumulation of search results.  From my own past experience, I would get really frustrated with my Google searches when I had to spend many minutes siphoning through every search result in an attempt to find what I was really looking for.  In this vein, I’d like to serve some simple tips that will help the successful financial advisor conduct their Google searching in a more efficient and timely fashion. 

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

Topics: Business and Operations Management, Organizing Priorities, Procrastination