The ClientWise Blog

Digitial Marketing 101: 4 Tips for Ambitious Financial Advisors

Posted by Alix Purcell on Jun 19, 2014 10:13:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 9:35:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 8:25:00 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. 

Read More

Enjoyed this article? Click here to subscribe!

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 9:51:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 8:35:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 2:28:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 10:00:00 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.  

Read More

Enjoyed this article? Click here to subscribe!

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 9:30:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 8:00:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 9:00:00 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:

 

Read More

Enjoyed this article? Click here to subscribe!

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 11:30:00 AM

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.

Read More

Enjoyed this article? Click here to subscribe!

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 2:26:00 PM

Guest Post created by Amy McIlwain of Financial Social Media

Read More

Enjoyed this article? Click here to subscribe!

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 12:59:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 10:59:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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 10:05:00 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.

Read More

Enjoyed this article? Click here to subscribe!

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

Topics: Client Acquisition, Social Media, Communication