Blog

Evolution of Marketing for Financial Advisors

January 25, 2011 by Loic Jeanjean 3 Comments

This is the first part of a 5 week series on the evolution of marketing in the financial services industry. The series will cover the new and old marketing tools used by Financial Advisors, their advantages and disadvantages, the compliance rules about social media and will showcase 12 advisors that have been successfully incorporating social […]

Filed Under: Blog, Financial Advisors, Marketing, Social Media Tagged With: advisors, audience, blog, brand, business, company, financial, marketing, online marketing, organization, social media, user

Most Effective Marketing Techniques for Financial Advisors

January 20, 2011 by Loic Jeanjean 2 Comments

Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media. We’ve broken down each question in a separate chart to provide […]

Filed Under: Blog, Financial Advisors, Social Media, Study Tagged With: advisors, audience, blog, brand, business, company, financial, help, keywords, marketing, monitor and measure, online marketing, research, SEO for financial services, social media, study, user, website

Facebook Ads: What You Need To Know - Part II

January 18, 2011 by Amy McIlwain 1 Comment

Our previous blog outlined the reasons why Facebook Ads are an important part of your organization’s social media marketing campaign. This blog is a continuation of the last, and will delve into the technical aspect of Facebook Ads and how to implement them successfully. There are two main types of Facebook Ads available: Premium and […]

Filed Under: Blog, Facebook, Social Media Tagged With: 1000 fans, audience, blog, brand, business, comment, facebook, fans, followers, friend list, generation, group, how to, marketing, online marketing, profile, social media, user, website

Facebook Ads: What You Need To Know - Part I

January 13, 2011 by Amy McIlwain 2 Comments

Have you ever been on your personal Facebook page, or even a business’s Facebook Fan Page, and been attracted to advertisements that are seemingly directed to you and your interests? These are Facebook Ads, target marketing made possible by Facebook’s Reaching and Targeting initiative that captures specific profile information and ensures that your ad reaches […]

Filed Under: Blog, Facebook, Social Media Tagged With: 1000 fans, advisors, audience, blog, blogging, brand, business, conversation, facebook, fans, financial, group, how to, marketing, online marketing, profile, social media, user

Creating a Social Media Policy For Your Organization

January 6, 2011 by Amy McIlwain 2 Comments

The exponential growth of social media in the online world has quickly caused the lines to blur between the personal, professional, private and overall general models of interaction and conduct online. Implementing a social media policy for your organization is key in setting guidelines, rules and regulations on what is appropriate and how your business […]

Filed Under: Blog, Facebook, Financial Advisors, LinkedIn, Social Media, Twitter, YouTube Tagged With: authentic, brand, business, community, company, employee, facebook, guidelines, linkedin, online, organization, policy, regulations, rules, social media, staff, twitter, youtube

How To Get 1,000 Facebook Fans

January 1, 2011 by Amy McIlwain Leave a Comment

Social media has made it easier than ever to expose your brand to the online masses. However, pushing content and driving traffic to your blog and website can be a challenge. And the next step, brand recognition and consumer promotion, are an even bigger hurdle to tackle. Whether we’re talking about customer referrals, rating systems […]

Filed Under: Blog, Facebook, LinkedIn, Search Engine Optimization (SEO), Social Media, Twitter, YouTube Tagged With: 1000 fans, blog, business, facebook, fans, followers, friends, help, how to, keywords, like, marketing, online marketing, seo, social media, website

The Impact of Blogging for Financial Advisors on their Website Traffic

December 14, 2010 by Loic Jeanjean Leave a Comment

Blogging may seem time consuming, or maybe you worry you don’t have enough to write about. Now you might need to worry if you don’t have a blog. A recent study by HubSpot found that small companies with a blog get 55% more traffic to their website. They also get 97% more inbound links and […]