The ClientWise Blog

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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

Guest Post: 3 Steps to Improving Your Advisor Website’s SEO

Posted by Joe Del Bene on Jul 5, 2013 10:30:00 AM

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 appears in the search result list, the more visitors it will receive from the search engine’s users.

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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, SEO, Website Design

Successful Financial Advisors, the Mass Affluent, and Social Media

Posted by Chris Holman on May 4, 2013 9:00:00 AM


Of timely import for successful financial advisors is the recently released research report, “Influencing the Mass Affluent”, jointly produced by LinkedIn and Cogent Research.

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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

Financial Advisors: How Do You Rank vs. Your Peers with Social Media?

Posted by Joe Del Bene on May 2, 2013 10:00:00 AM

The following guest post has been contributed by Jamie Needham, digital-marketing strategist at American Century Investments.

Whether they use it for gathering insights, sharing content with clients, researching prospects or promoting their business, the fact is that successful financial advisors are using social media to grow their business.  And the number of financial professionals doing so is growing each year.  So what is it that advisors are doing on social media? Should you be one of them?

According to the 4th annual Financial Professionals Social Media Study from American Century Investments, nine out of 10 advisors have a social media profile, and one-third are using it for these specific business purposes:

 

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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

LinkedIn Contacts Enriches Connectivity With Clients and Prospects

Posted by Joe Del Bene on Apr 27, 2013 12:30:00 PM

Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts lets users collect ALL of their professional contacts in one handy place. Using this as a launching pad, savvy financial advisors can serve up timely marketing messages, more efficiently and effectively.

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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

Guest Post: 5 Financial Professionals you should be Following on Social Media

Posted by Joe Del Bene on Oct 17, 2012 3:26:00 PM

Guest Post created by Amy McIlwain of Financial 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, Marketing Approach

Financial Advisor Marketing: The 6 Golden Rules of Social Marketing

Posted by Chris Holman on Oct 11, 2012 1:59:00 PM


Is social media marketing an option or a necessity for the successful financial advisor today? Although, in the words of Mark Twain, “All generalizations are false, including this one.” The following can be said.

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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

MSSB Financial Advisors Embrace Digital Marketing: Where are You?

Posted by Amy Buttell on Jun 27, 2012 11:59:00 AM


Following a pilot program that gave 600 financial advisors access to Twitter and LinkedIn, Morgan Stanley Smith Barney has taken the training wheels off and gave permission this week for all of it’s advisors to use social media marketing platforms. There’s a catch, though.

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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

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

RIA Regulation Moves Forward

Posted by Amy Buttell on May 1, 2012 10:57:00 AM


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 ultimately answer to. While that question still hasn’t been resolved, Sen. Max Bachus introduced legislation last week that would transfer regulation of RIAs from the Securities and Exchange Commission (SEC) to a separate agency, most likely the Financial Industry Regulatory Authority.

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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, Social Media, Entrepreneurs

What Financial Advisors Can Learn from the Instagram Founders

Posted by Chris Holman on Apr 17, 2012 12:11:00 PM


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 employees. San Francisco-based. No revenues. A phone call from Mark Zuckerberg, and they end up being acquired by Facebook for $1 billion.

Another digital entrepreneurial cliché, right?

Maybe yes…maybe no.

What is true is that some of the important lessons learned by Wunderkinds Systrom and Krieger, also can apply to 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: Social Media, Perseverance, Entrepreneurs, Learning

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

7 Financial Advisory Blogs that Rock, Part 2 of 2

Posted by Amy Buttell on Apr 3, 2012 11:05:00 AM


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, there are more opportunities for financial advsors to differentiate themselves, and use the blogging medium to get in front of potential clients, colleagues, media members, and industry influencers.

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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

7 Financial Advisory Blogs that Rock: Part 1 of 2

Posted by Amy Buttell on Mar 27, 2012 11:05:00 AM


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 were always a handy excuse.

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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