Marketing

Google Analytics 102: Mapping a Path from Prospect to Client

June 7, 2011 by ByAllAccounts

In my last post, we discussed some basic features of Google Analytics and how advisors can utilize these SEO capabilities to your advantage. This time around, I would like to focus on how you can use some of these analytics tools to track the common paths prospects/visitors take through your website, and to identify the […]

Filed Under: Financial Advisors, Marketing, Search Engine Optimization (SEO), Study Tagged With: Google, Google Analytics, Search engine optimization, search engines, Searching, Site Management, twitter, website

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

Advisor Advice: Expert and Executive Tips for Financial Advisors

May 31, 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 requires consistent measurement and review of key business metrics. Many advisors create a ‘dashboard’ in Excel or their CRM that provides them […]

Filed Under: Compliance, Financial Advisors, Marketing, Social Media Tagged With: Assets under management, business, Business development, ByAllAccounts, Customer relationship management, Financial Services, HNW, James Carney

How Financial Advisors Can Use Video to Grow Business and Client Relations

May 24, 2011 by ByAllAccounts Leave a Comment

As you know, the marketing team at ByAllAccounts uses videos to communicate with clients and prospects. We asked Joe Eldridge, Founder/VP of Marketing & Delivery at VisibleGains, an online marketing video service provider, to give some tips on how financial advisors can use video too. How can independent financial advisors take advantage of video? At […]

Filed Under: Financial Advisors, Marketing, Social Media, Study, YouTube Tagged With: business, Financial adviser, Financial Services, Joe Eldridge, marketing, Marketing and Advertising, video, VisibleGains

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

Do Facebook Ads Really Work? Part II

May 12, 2011 by Amy McIlwain Leave a Comment

In part II of our Facebook Ads blog series, we are going to post the findings of the Nielsen/Facebook Report: The Value of Social Media Ad Impressions. Our main question on Tuesday was, do Facebook Ads really work? The resounding answer was yes, but with a heavy emphasis on the importance of an established fan […]

Filed Under: Facebook, Financial Advisors, Marketing, Social Media, Study Tagged With: Advertising, facebook, Fan (person), Nielsen, Online Communities, Sharethrough, social media, TrialPay

Do Facebook Ads Really Work? Part I

May 10, 2011 by Amy McIlwain 2 Comments

According to an eMarketer newsletter, Facebook ad revenue in the US grew by 471% in the United States in 2010, with a whopping 1,468% growth in the rest of the world. Online ad and marketing hub, Advertising Age pointed out that the majority of the revenue, 60% or $1.12 billion, was earned from smaller companies […]

Filed Under: Facebook, Financial Advisors, Marketing, Social Media, Study Tagged With: Advertising, ComScore, facebook, Fan (person), Nielsen, Online Communities, SupersonicAds, United States

Why Your Fans Stopped Following You

April 28, 2011 by Amy McIlwain 1 Comment

According to ExactTarget, 41% of users who have un-followed a brand on Twitter did so because of too much push marketing. Similarly, 43% of Facebook users who have “unliked” a brand or fan page do so for the same reasons. We all know the exponential growth of social media and the inequitable abilities it has […]

Filed Under: Facebook, LinkedIn, Marketing, Social Media, Twitter Tagged With: business, ExactTarget, facebook, linkedin, social media, Social media marketing, twitter, Universal McCann

Top Social Networking Compliance Concerns For Brokers-Dealers

April 12, 2011 by JoelBeck Leave a Comment

As firms develop their social networking strategy, and grant approvals to brokers to use social media for business purposes, there are a few issues that the firm must consider. Initially, the firm must determine which individuals and which departments will be allowed to use what type of media. In this area, firms must be careful […]