Compliant Social Media Marketing Solutions for Financial Advisors
A Financial Advisor’s Social Survival As a financial advisor, I look at social media very much like anything else I do. Every decision I make is, more than likely, linked to some regulation or rule. That does not need to prevent me from doing my job. The compliance storm that is swirling about the use […]
As you may or may not know, the SEC recently released a National Examination Risk Alert regarding Investment Advisor Use of Social Media. Don’t be alarmed: compliance and regulation parameters have not changed. The SEC is simply offering financial professionals some valuable advice that is definitely worth and reading and considering. Broken down into 3 […]
Providing financial advisors with useful, actionable information is what at ByAllAccounts are all about. Here, at the conclusion of 2011, we’re pleased to provide you with on-demand replays of our five most widely-attended webinars over the course of the year—offered below for your review. Please feel free to check out any or all the webinars—they’re […]
It’s a costly and hard-learned lesson in the advisory business: saying “no” to an interested prospect who does NOT fit your ideal client profile. It’s counter intuitive to refuse business, but the fact is, if you take on any and every client who wants to use your services, it may cost you money, aggravation, and […]
2011 has been a revolutionary year for new technologies in the social media sphere. From the launch of Google to the vast changes to the Facebook platform, social media organizations are doing everything they can to stay up-to-date and in the good graces of businesses and consumers. The past couple of weeks have been no […]
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 […]
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 […]
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