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Your Social Media Marketing Strategy and Google+

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By Nick Venezia. Background on Google+ and SEO: One reason why any smart company will include Google+ to their social media marketing strategy is to ensure great search engine optimization (SEO) marketing. Google+ is a baby (well three years old); its importance will grow with it. Remember, Google+ marketing is a process. We can all agree that Google […]

Will Digital Search Replace Referrals For Finding A Good Financial Advisor?

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By Michael Kitces. Imagine for a moment that you just got some terrible news: you have a serious and potentially fatal illness, that requires the attention of a world-class expert to cure. Where would you go for information to find the person you need to literally save your life? The answer probably would not be […]

How Financial Professionals Can Find Which Keywords They Should Target

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By Sara Ruthnum. So you’ve been reading our blog lately, and realized that content marketing is a valuable component to your financial web marketing strategy. But even more important is to have a fresh and interesting blog to improve your SEO (search engine optimization) rankings. But what’s the next steps in optimizing your blog to rank […]

Make It Count! Best Practices for Optimizing Your Twitter Profile.

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Here at Financial Social Media, you often hear us talking about the importance of optimizing your LinkedIn profile to successfully network as a financial professional, but optimizing your other platforms is just as important to your digital marketing efforts. Twitter one of the fastest growing networks for business, and your target audience’s presence on Twitter […]

4 Reasons Financial Advisors are Well Equipped for SEO

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  There are a lot of factors that go into creating successful SEO campaigns, as they require a great deal of knowledge and effort. As a financial advisor, you’re already ahead of the game! Why? Because creating a successful SEO strategy is not much different than creating a successful financial plan for a client—the same principles […]

Use a Tangible Sales Process to Improve Marketing Results

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Add-up planners, advisors, money managers, agents, and sales representatives and you have more than 1,000,000 people marketing financial advice, services, and products to the public. This has to be the most competitive industry in America. Not only is the industry intensely competitive, it is also based on Wall Street’s conceptual sales practices. This explains why 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

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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 […]

The Financial Advisor’s Guide to LinkedIn – Part 5: Prospecting: The 3 Most Effective Strategies

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As a financial advisor, you likely spend a fair amount of time trying to get referrals and prospecting for new clients. While LinkedIn is a social networking site, you can also strategically use it as a way to prospect and generate new clients. As the following statistics show, LinkedIn users are a very attractive group […]

Advisor Advice: Expert and Executive Tips for Financial Advisors

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 […]