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Marketing & Communication (9)
Financial Advisors: Do you really want to “pitch” your clients?
I subscribe to SmartBrief, a service that I find very valuable. The company is on a mission to “save you time and keep you smart.” (Great value proposition, btw.) Each...
Financial Advisor's Tool: Leveraging The New Weekly Twitter Digest
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...
RIA Regulation Moves Forward
Ever since the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in July 2010, RIAs have been wondering what regulatory agency they would...
What Financial Advisors Can Learn from the Instagram Founders
No doubt you’ve heard the Instagram fairy tale. Internet start-up. Not even two years old. Two co-founders in their twenties, Kevin Systrom and Mike Krieger. 12...
Free Google Advertising for Financial Advisors
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?...
The Gloomy Generation: How Financial Advisors Can Help Baby Boomers
“All generalizations are false, including this one.”…Mark Twain
7 Financial Advisory Blogs that Rock, Part 2 of 2
Last week, we observed that blogging is finally coming of age for financial advisors. As more financial service companies find a way to work within compliance issues,...
7 Financial Advisory Blogs that Rock: Part 1 of 2
Blogging is finally coming of age for financial advisors. It used to be that blogging was optional – advisors could do it or not, and if not...hassles with compliance...
RSS Readers: Save time. Help clients. Market better.
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...
Tips for Financial Advisors Who are Networking on LinkedIn
LinkedIn is a business-related social networking site that is the premier professional network on the Internet. What successful financial advisors are finding is that...
13 Strategies to Energize Your Marketing Materials
With respect to marketing for financial advisors, marketing materials are among the necessary tools to expand awareness of their practice, as well as to reach out to...
19 Financial Advisor Marketing Strategies
How should a financial advisor's marketing strategy make them stand out from the crowd?6 Financial Advisor Marketing Ideas for Twitter
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...
Think Different
With all of the attention paid to the Super Bowl commercials, this past Sunday (“Just My Shell” and “Matthew’s Day Off” were two of the well-regarded standouts), I have...