Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy”, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore” button. Let’s face it, we’ve all been there because we’re all insanely busy. And among a [...]
3 Ways to Ask for Referrals
All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business. Either way, this aspect of the advisory business is so important that a refresher course is always welcome. Remember, the goal here is never to [...]
ROI and Social Media: 3 Key Strategies for Financial Advisors
Think back to the last time you attended a trade conference, a chamber networking event, or an impromptu coffee meeting with a lead. During these occasions, I assume you engaged in conversation, exchanged pleasantries, passed out business cards, and gave brilliant elevator speeches. In other words, you “spread the seeds” of your business with hopes [...]
Financial professionals Google+ Adoption – Study
A study conducted by AdvisorWebsites.com Audience Financial advisors and members of the financial services industry in Canada and the USA: 23% from Canada 77% from the USA 147 financial professionals completed the survey, all of which being either a financial advisor, broker or RIA Timeframe The study was conducted online between August 2nd and August [...]
Social Media Begs for Better Customer Service. Don’t Ignore It.
One of my first jobs was waiting tables. Working in the fast paced restaurant industry made me realize quickly the importance of good customer service. In fact, I distinctly remember a sign hanging in the kitchen that I would pass every time I headed out to greet new tables. The sign read: “A satisfied customer [...]
Ten Tips for Better Networking
Part of your marketing strategy will involve networking events or mixers where you will meet new people and develop relationships. Expanding your networking circle requires engaging acquaintances and strangers in conversation, so start thinking of strangers as people who can bring you business opportunities. Ten tips for better networking are: 1.) Fuel the conversation. Smile, [...]
3 Must-Know YouTube Strategies for Financial Professionals
Have you heard of YouTube? Perhaps the better question is, how many hours have you squandered browsing interesting videos on YouTube? For those that are unfamiliar, it is a platform for original content creators and people all across the globe to connect, inform, and inspire others via short videos. There are millions of people that [...]
Website and blog – social media hubs for financial advisors
Blane Warrene, CEO of Arkovi – the premier financial services social media solution for archiving, compliance and monitoring – and myself co-hosted a webinar about ‘Websites and blogs, the social media hubs for financial advisors” this afternoon. The session was such a success and unfortunately maxed out our maximum attendees allowance and had to reject [...]
The Financial Advisor’s 3-Step Guide to Building an Editorial Calendar
So you’ve finally set up your blog, Twitter, Facebook, and LinkedIn. Now what? We’ve emphasized over and over again the importance of consistency on your social platforms—but how can you do this without sacrificing a large portion of your already limited time? Well, you can improvise and try to come up with ideas day by [...]
Sailing Into Social Media: The Tale of the Titanic Retold
As the Marketing Coordinator for Arkovi, I encourage our customers to be creative with social media. Constantly trying to think outside of the box myself, I am always on the lookout for new and exciting ways that people are using social media to share their message or bring attention to their brand. Scott Bodin wasn’t [...]
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Sneak Peek: LinkedIn Training Module
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The Seven Deadly Social Media Sins
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10 Killer Ideas for Financial Advisor Websites
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Google+: Will it Live Up to the Hype?
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Social Media in the Financial Industry: Top Infographics of 2011
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10 Social Media Time Savers for Busy Financial Advisors
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3 Ways to Ask for Referrals
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ROI and Social Media: 3 Key Strategies for Financial Advisors
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Financial professionals Google+ Adoption – Study
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Social Media Begs for Better Customer Service. Don’t Ignore It.
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Aaron Hoos: This is a great list, Rosemary! You implied it ...
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Amy McIlwain: Appreciate the feedback!...
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Junior Bruzas: When having a new post to your website also make s...
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Robyn Hatfield: Thank you for the great article. I agree with ALL...
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Shep Hyken: I’m a big fan of lists, and this list provided b...