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Must-Read Social Media Articles for Financial Advisors from 2013

January 2, 2014 by Amy McIlwain Leave a Comment

What a year for financial advisors and social media! From Twitter fights to new regulation updates, 2013 was a big year for the evolution of social media within the financial services industry. One of the biggest changes we’ve seen in the past year is how many more advisors are finding success online and the […]

Filed Under: Blog, Financial Advisors

You Don't Have to Be a Great Writer to Write a Great Blog: 21 Quick and Easy Tips for Becoming a Successful Blogger - Part I

October 4, 2011 by ByAllAccounts

You’ve probably heard a lot about blogs. Many advisors are writing them. And why not? Blogs can be an effective way to establish thought leadership for your firm, drive traffic to your site, and in the best of all worlds, get a new client or two. You don’t have to be a professional writer to […]

Filed Under: Blog, Financial Advisors, Marketing, Search Engine Optimization (SEO), Social Media Tagged With: Ben Bernanke, blog, Blogger, Evan Stone, marketing, Search engine optimization, Writers Resources, Writing

5 LinkedIn Articles You Can't Afford to Miss

July 28, 2011 by Amy McIlwain

We’ve scoured the Internet shelves for the top LinkedIn news headlines this week and found a multitude of interesting stories covering everything from the hot new LinkedIn jobs feature, a large financial company’s social media strategies, and a couple articles that give some great insight into the LinkedIn communities. 1. Yet Another Reason to Be […]

Filed Under: Blog, Financial Advisors, LinkedIn, Marketing, Social Media, Study Tagged With: American Medical Association, Berkshire, business, Forbes, linkedin, Marketing and Advertising, social media, twitter

Targeting Clients: Should You Use a Rifle or Shotgun? Laser-Scope?

July 5, 2011 by ByAllAccounts

An interview with David Friedman, EVP of Strategy, WealthX Classically, as marketers we often use the expression: taking a “rifle or shotgun approach”. Which approach to attracting new clients (targeted versus generic) should financial advisors use? David Friedman’s answer: they need a laser-scope rifle. What I am hearing from financial advisors who want to grow […]

Filed Under: Blog, Facebook, Financial Advisors, LinkedIn, Mail, Marketing, Social Media, Twitter, YouTube Tagged With: Bullseye, business, ByAllAccounts, Cricket, Jim Bowen, Kuwait Finance House, Marketing and Advertising, Television

Back to Basics: Why Should I Use Social Media?

May 19, 2011 by Amy McIlwain Leave a Comment

Social media, in its rawest form, is simply the use of web-based and mobile technologies to turn communication into interactive dialogue. It sounds so easy in definition-form, but social media is a complicated web of social networking platforms, content information and diverse users. Navigating the social media labyrinth can be a daunting task, but with […]

Filed Under: Blog, Facebook, Financial Advisors, LinkedIn, Marketing, Social Media, Study, Twitter, YouTube Tagged With: facebook, linkedin, Online Communities, social media, Social network, Social network service, twitter, youtube

Social Media for Financial Advisors: Do You Have the "X-Factor?"

May 17, 2011 by ByAllAccounts Leave a Comment

There are oceans of educational material out there for financial advisors on guidelines and best practices for how to be successful with social media; articles, blog posts, slideshares, whitepapers, webinars, videos, and so on (most of which is very helpful, and I would definitely recommend using as much of it as you can to your advantage). […]

Filed Under: Blog, Facebook, Financial Advisors, LinkedIn, Mail, Marketing, Search Engine Optimization (SEO), Social Media, Twitter, YouTube Tagged With: business, facebook, Financial adviser, Financial Industry Regulatory Authority, Internet Marketing, marketing, social media, Social network

Activity Streams Boost Business's Social Media Strategy

March 22, 2011 by Guest Leave a Comment

This post comes from Hunter Richards of . Application event streams - timely business updates that can be followed and discussed in a social activity stream like those of Twitter and Facebook - are kick-starting social conversations among employees about business strategies and sales figures. We’ve all seen what Twitter and Facebook can do for […]

Filed Under: Blog, Compliance, Financial Advisors Tagged With: Allegation, False Accusations, Men, People, United States, Violence and Abuse, Wall Street, ZocDoc

Gather Insights by Adding LinkedIn Recommendations to your Website

February 22, 2011 by Loic Jeanjean 1 Comment

We’ve always been strong believers of Linkedin at Advisor Websites, not only because it’s the most used professional networking website in North America, but also for the potential it has in helping financial advisors grow their business and establish themselves as expert in their own community/industry. As I was going through all the RSS feeds […]

Filed Under: Blog, Financial Advisors, LinkedIn, Marketing, Social Media, Study Tagged With: Advisor Websites, business, company, linkedin, Loic Jeanjean, RSS, social media, Uniform Resource Locator

Direct Mail VS E-mail Marketing

February 1, 2011 by Loic Jeanjean Leave a Comment

You have probably heard in recent conferences or business gathering that you should abandon old marketing methods in favor to online marketing. In today’s article, I will go over the pros and cons of using direct mail or e-mail marketing and try to show why e-mail marketing provides such a high ROI and positive response […]