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 […]
5 LinkedIn Articles You Can't Afford to Miss
July 28, 2011 by Amy McIlwain
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
Advisor Advice: Expert and Executive Tips for Financial Advisors
June 14, 2011 by ByAllAccounts
Words to the wise from our elite team of experts and executives with knowledge and experience from all corners of the financial services industry. Practice Management Tip: James Carney, CEO “Good practice management starts with good process management/understanding. Take one internal process per quarter, (i.e. account opening) review it, revise it, document it and put […]
Filed Under: Facebook, Financial Advisors, LinkedIn, Marketing, Search Engine Optimization (SEO), Social Media, Twitter, YouTube Tagged With: Business development, ByAllAccounts, Financial Services, HNW, Investment, James Carney, marketing, Practice management software
Back to Basics: Understanding Compliance
June 9, 2011 by Amy McIlwain
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 you and your organization is key in setting guidelines, rules and regulations on what is appropriate and how […]
Filed Under: Compliance, Facebook, Financial Advisors, LinkedIn, Marketing, Social Media, Twitter, YouTube Tagged With: business, facebook, Internet Marketing, linkedin, Marketing and Advertising, organization, social media, Social network
Back to Basics: Content is King!
June 2, 2011 by Amy McIlwain
Content is king! I’m sure you’ve heard this term before, and it’s true. Content is huge when it comes to sharing online. It’s how your brand is represented, how you position yourself as an expert, and how you interact with other users. What do I mean by content? Blog posts, news, articles, videos, photos and […]
Filed Under: Facebook, Financial Advisors, LinkedIn, Marketing, Search Engine Optimization (SEO), Social Media, Twitter Tagged With: business, facebook, RSS, social media, Social network, twitter, User-generated content, youtube
Back to Basics: The Best Social Media Tools & Client Networking Platforms
May 25, 2011 by Amy McIlwain
When it comes to social media tools and platforms, it’s hard to know where to start. In retrospect, there are thousands of social networking sites out there to assist you in your social media strategy, each one with its own purpose. The difficulty is knowing which sites are legitimate platforms that will help you in […]
Filed Under: Facebook, LinkedIn, Social Media, Twitter Tagged With: facebook, linkedin, RSS, social media, Social network, Social network service, twitter, Wordpress
Back to Basics: Why Should I Use Social Media?
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?"
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
Interview with Annuity News Now
Let’s face it…we all know we have to start using social media for business to be successful these days. But how? Amy Mcllwain, president of Financial Social Media discusses various social media strategies for financial professionals. She tells Annuity News Now how to effectively integrate Facebook, Twitter and Linkedin into Electromenager, meubles, decoration, informatique, , […]
Filed Under: Facebook, Financial Advisors, LinkedIn, Social Media, Twitter, YouTube Tagged With: business, facebook, linkedin, Marketing and Advertising, Online Communities, social media, Social network, twitter
The Importance of Web Analytics
One of the most important features and pieces of information you can get from having a website as a financial advisor, is access to website statistics and analytics. Ultimately, this information should provide you with a very good idea of how your websites visitors are using your website, how may visitors you are getting and […]
Filed Under: Facebook, Financial Advisors, LinkedIn, Search Engine Optimization (SEO), Social Media, Twitter Tagged With: Google, Google Analytics, Search engine optimization, search engines, visitors, Web search engine, website, Yahoo
