Mail

5 Best Practices for Creating Successful, Customized Email Campaigns

December 25, 2014 by Amy McIlwain Leave a Comment

As more financial professionals get up to speed on social media, I’ve noticed that they sometimes forget that tried-and-true email is still a great way to connect with clients and prospects. Utilizing both email and social within your digital marketing (and even tying campaigns together) can be incredibly powerful. The possibilities within email have […]

Filed Under: Blog, E-mail, Financial Advisors, Mail, Marketing

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

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

Video: How to Import LinkedIn Contacts

February 10, 2011 by Amy McIlwain Leave a Comment

One of the easiest and fastest ways to add new connections to your LinkedIn network is to import them from your existing contacts from your email list. Whether you have Gmail, AOL or even Outlook, you can take the email addresses from those accounts and use them to look up new connections in LinkedIn. What’s […]

Filed Under: LinkedIn, Mail, Social Media, YouTube Tagged With: AOL, email, Email address, facebook, Gmail, linkedin, Microsoft Outlook, Social network

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 […]