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Marketing & Communication (6)
Financial Advisors: Best Times of Day to Engage Clients with Email?
For financial advisors, email seems to be the communication medium that is both despised, and loved, at the same time. Despite the fact that email clogs the inboxes, can...
2 Ideas to Improve Your Advisor Website’s SEO Strategy Right Now
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...
How to Cold-Call Like the Pope
Although the subject line is somewhat tongue-in-cheek, this accompanying story is decidedly not. Anna Romano is a 35-year-old Italian shop worker from Arezzo who...
Is Blogging for You?—3 Questions to Help You Decide
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...
Sharing is good!
(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...
Social Media Cheat Sheet for Financial Advisors
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...
Guest Post: 3 Steps to Improving Your Advisor Website’s SEO
SEO or Search Engine Optimization is the process of improving the visibility of a website/web page in a search engine’s results. The earlier and more frequently a site...
8 Ways for Financial Advisors to Dial Up Their Presentations
It’s funny. In the age of Twitter, multi-tasking, and short-attention-spans, financial advisors who can deliver powerful presentations really do stand out. Whether or...
Successful Financial Advisors, the Mass Affluent, and Social Media
Of timely import for successful financial advisors is the recently released research report, “Influencing the Mass Affluent”, jointly produced by LinkedIn and Cogent...
Financial Advisors: How Do You Rank vs. Your Peers with Social Media?
The following guest post has been contributed by Jamie Needham, digital-marketing strategist at American Century Investments. Whether they use it for gathering insights,...LinkedIn Contacts Enriches Connectivity With Clients and Prospects
Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts...
5 Good Reads on Listening: A "Secret" Skill for Financial Advisors
“You're short on ears and long on mouth.”…John Wayne A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best...
Financial Advisors: Ditch the Pitch! 4 Ideas for Better Intro's
An elevator pitch for financial advisors and successful professionals are typically short and sweet -- they seem like a no-brainer. Consolidating your value proposition...