Blog

4 Things Financial Advisors Shouldn’t Be Doing on LinkedIn

I speak on social media at several conferences throughout the year and have seen the good, the bad, and the ugly when it comes to booths. Some have interactive TV displays and are buzzing with people while others are nothing more than a generic tablecloth and sterile white sign stating the company name. The same [...]

Leave a comment Continue Reading →

How to Be a More Effective Multi-Tasker

In spite of the title, many studies have proven that multi-tasking can actually make you less efficient. It can actually decrease the level of knowledge and understanding you have of a job. It can lead to doing many things but not doing them all that well. But before you get discouraged, consider this: Maybe the [...]

Leave a comment Continue Reading →

3 Reasons Why a Financial Blog Will Help Your Business

Bloggers have been getting a bad wrap for years.  The term blog began with the connotation of being frivolous, rantish, or just plain gossipy.  Despite the humble beginnings, blogs have become one of the most common resources for Internet research.  Powerful blogs have become books, newspaper columns, personal libraries for readers, and even movies and TV Shows. [...]

1 Comment Continue Reading →

Twitter Offers Bigger Opportunities with Lists Update

For active Twitter users, building lists is an easy way to organize friends, colleagues, brands and influencers online. Think of lists as subgroups within your Twitter followers, filtering shared content on based on different topics. For example, want to only see tweets from marketing bloggers? Create a list with the Twitter users of your choosing [...]

Leave a comment Continue Reading →

10 Ways to Lose Respect on Twitter

On social media, we’ve all put our foot in our mouth at some point or another. In fact, I remember a time I got into a pointless disagreement with a follower of mine about the abbreviation of etcetera. Silly, right? At the time, I thought I was perfectly qualified in my sentiment. What I didn’t [...]

1 Comment Continue Reading →

7 Quick Questions to Evaluate Your Website’s Effectiveness

The most important aspect to your website is the messaging. And no matter the design of your site, your words need to be powerful and compelling to your target market. Fewer words are better, but the words you choose have to move people to take some action. Website writing requires an approach that is more [...]

1 Comment Continue Reading →

Klout: I’ll Tell You Mine If You Tell Me Yours.

“What’s your Klout score?” “I’ll tell you mine if you tell me yours.”  It’s becoming near impossible these days to have a conversation about social media without the dreaded mention of Klout.  For those of you unfamiliar with the term, Klout is a program that measures your social influence across many of the most popular [...]

7 Comments Continue Reading →

Why Most Customers Are Now Checking into Your Online Reputation

Whether customers are shopping for information, fashion accessories, or software, one thing is for certain: Consumers of today are savvy. They have learned the importance of learning about companies before doing business with them.   Customers of today are smart shoppers – they are more demanding than ever before. Consumers of Today Consumers are more [...]

Leave a comment Continue Reading →

5 Little Known Secrets for Financial Advisors on LinkedIn

When I speak at financial conferences I always start by asking the audience one simple question, ”How many of you are on LinkedIn?”  Typically almost all hands go up, however, when I ask my next question, “How many of you are effectively using this network to grow your business?” those hands are usually quickly retracted. Having a [...]

2 Comments Continue Reading →

4 Free Resources Advisors Need to be Using to Stay on Top

The world wide web is a hub of information just waiting to be found. As of today, it’s estimated that there are just over 15 billion indexed pages that make up the internet. Within this chaos of unorganized mess there’s actually ALOT of really useful, valuable information. And guess what. A lot of it is FREE – [...]

Leave a comment Continue Reading →