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How to Create a Perfect Advisor Blog Post

I have spent a good deal of time trying to convince advisors of the importance of blogging. In fact, I’ve basically written a book about it (well, a chapter of a book). As a result, advisors want to know how it’s done. Your advisor blog can be interesting and informative. How do I know this? Because I’ve seen […]

Advisors, Are Your Calls-To-Action Weak? 10 Signs They Need an Overhaul.

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Have you ever developed an addiction to downloading free offers? Last week, I was perusing thorough the HubSpot website and couldn’t help but notice myself compulsively downloading e-book after e-book—everything from social media marketing to website creation. Normally, I’m hesitant when it comes to signing up for free offers, but on this occasion I was […]

Twitter Can Actually Generate New Business While Retaining the Old

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  A lot of advisors remain skeptical when it comes to using Twitter to attract new prospects, instead using it more as a way to retain and strengthen existing client loyalty. The truth is that Twitter alone may never get clients to line up on your doorstep, but it is a powerful tool that nobody […]

Advisors CAN Use Twitter and Here’s How!

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By Stephanie Holmes   If you are in compliance, before you freak out, hear me out. I’m talking about creating a personal Twitter profile. There are a lot of rules advisors have to follow but being allowed on Twitter personally is really no different than being allowed on Facebook personally, and I’d like to see […]

Becoming a ‘Purple Cow’ One Tweet at a Time

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For the marketers out there, I am sure you have heard of the ‘Purple Cow’ – author Seth Godin’s answer to success that comes from making your brand stand out against the competition. This theory, which challenges business professionals to think outside of the box and create unique and engaging ways for people to become […]

A Financial Advisor’s Social Survival

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 […]

A Financial Advisor's Social Survival

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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 […]

LinkedIn vs. Facebook: Which Road Do You Want to Take?

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With pressure to join the growing number of social media platforms out there, it is very easy for users to become overwhelmed. What is the difference between them all? Recently, several business representatives have come to me confused about the difference between LinkedIn and Facebook fan pages. Both allow users to connect with people, some […]

Even Online, Keeping It Simple Brings The Clients

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Michael Lynch has been courting high-net-worth clients, and now he feels like the campaign has been successful enough to take on a new partner and kick the process into an even higher gear. Part of the process entailed taking a hard look at his website and ripping it out — more than once. The process […]

ReelSEO Provides Tips on How to Build Your Youtube Presence

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ReelSEO is the Online Video Marketer’s Guide – a place for news, tips, trends, tutorials and the latest information about online video publishing, video marketing, video SEO, and video advertising. ReelSEO’s Creator’s Tip, “How to Build a YouTube Audience with Keyword Tools”, helps video producers understand how to use YouTube and Google’s keyword suggestion […]