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 [...]
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 [...]
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 [...]
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 [...]
4 Ways for Financial Advisors to Master LinkedIn Connections
Imagine you’re at a business after-hours event. At this event, hundreds of professionals from various industries are mingling, making connections, and passing out business cards. You know this is a golden opportunity to connect and build your network, but how do you filter through the fray of people to find strategic, mutually beneficial connections and [...]
10 Killer Ideas for Financial Advisor Websites
Several years ago, my good friend was in the market for a creative, trustworthy baker who could create a cake for her wedding. For those of you that are married or have planned weddings, you know how important it is to have the perfect cake—especially for women. Like most people, my friend went straight to [...]
4 Lame Excuses for NOT having a Financial Blog
Although blogs are one of the most important elements of a successful social media campaign, many financial advisors still grapple with the idea of having one. Why? Among a variety of reasons, they think the return is not worth the time investment. And while blogging may take a little time out of your week, the potential [...]
4 Ways to Become a Financial Content Marketing Pro
Imagine you’re driving home from a long, stressful day at the office. Not only are you drowning in deadlines, but you have yet to organize the messy compilation of documents in your briefcase and desk at home. On the long stretch of highway, you see a billboard out of the corner of your eye with [...]
10 Mobile Apps to Keep Financial Advisors Ahead of the Game
Whether it’s an iPad, Blackberry, Macbook, iPhone, or Android, just about everyone owns a digital device to maintain global connectedness and communicate with co-workers, family, and friends with the mere touch of a screen. “Having the world in the palm of your hand” used to be a metaphor; today it’s a reality. Technology has not [...]
8 Changes You Need to Know About the New Facebook Business Timeline
Last month, the redesign for Facebook Business Pages was unveiled at the Facebook Marketing Conference (fMC) in New York. The redesign, which launches March 30th, features the new timeline format and cover photo, thus allowing businesses to showcase their stories, be more expressive, and connect with consumers in new, fresh ways. If you have any [...]
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