advisors

Keep Cowboys Away from Social Media at Your Investment Company

October 18, 2011 by ByAllAccounts

There’s usually one in every company. The cowboy. He’s got a swagger in his walk and a smirk in his talk. He gives lip-service to the rules because he’s smarter than the rest of us. He’s too full of testosterone or maybe a deep-seated desire to get daddy’s attention. Who knows what really motivates him? If you’ve got one […]

Filed Under: YouTube Tagged With: advisors, business, ByAllAccounts, company, cowboy, facebook, financial, Financial adviser, Financial Industry Regulatory Authority, Financial Services, linkedin, marketing, online marketing, social media, Social network, Social network service, twitter

LinkedIn DirectAds For Advisors - How To Succeed

February 8, 2011 by Loic Jeanjean Leave a Comment

Most financial advisors I have been talking have heard about pay-per-click or at least have seen some of these pay per placement ads on search engines like Google or Yahoo! These ads run on a bidding system that can prove very expensive for advisors trying to compete for keywords like ‘financial planning’ ‘investment advisor’. Over […]

Filed Under: E-mail, Financial Advisors, LinkedIn, Marketing, Social Media, Study Tagged With: advisors, brand, business, company, financial, help, how to, marketing, message, online marketing, organization, SEO for financial services, social media, user

Compliance Guides for Financial Advisors

February 3, 2011 by Amy McIlwain 5 Comments

62% of financial advisors agree that social networking is here to say, saying that social media will have a lasting impact on the financial services industry,” Rydex Advisor Benchmarking, 2010. Our recent blog post, “Creating a Social Media Policy for Your Organization”, received a lot of positive feedback-and more than a few questions. In response, […]

Filed Under: Compliance, Financial Advisors, Social Media Tagged With: advisors, brand, business, company, financial, marketing, online marketing, organization, policy, social media, website

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 […]

Filed Under: Blog, E-mail, Financial Advisors, Mail, Marketing, Social Media Tagged With: advisors, brand, business, company, email, financial, mail, marketing, online marketing, social media

Evolution of Marketing for Financial Advisors

January 25, 2011 by Loic Jeanjean 3 Comments

This is the first part of a 5 week series on the evolution of marketing in the financial services industry. The series will cover the new and old marketing tools used by Financial Advisors, their advantages and disadvantages, the compliance rules about social media and will showcase 12 advisors that have been successfully incorporating social […]

Filed Under: Blog, Financial Advisors, Marketing, Social Media Tagged With: advisors, audience, blog, brand, business, company, financial, marketing, online marketing, organization, social media, user

Most Effective Marketing Techniques for Financial Advisors

January 20, 2011 by Loic Jeanjean 2 Comments

Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media. We’ve broken down each question in a separate chart to provide […]

Filed Under: Blog, Financial Advisors, Social Media, Study Tagged With: advisors, audience, blog, brand, business, company, financial, help, keywords, marketing, monitor and measure, online marketing, research, SEO for financial services, social media, study, user, website

Facebook Ads: What You Need To Know - Part I

January 13, 2011 by Amy McIlwain 2 Comments

Have you ever been on your personal Facebook page, or even a business’s Facebook Fan Page, and been attracted to advertisements that are seemingly directed to you and your interests? These are Facebook Ads, target marketing made possible by Facebook’s Reaching and Targeting initiative that captures specific profile information and ensures that your ad reaches […]

Filed Under: Blog, Facebook, Social Media Tagged With: 1000 fans, advisors, audience, blog, blogging, brand, business, conversation, facebook, fans, financial, group, how to, marketing, online marketing, profile, social media, user

Study: LinkedIn Usage Amongst Financial Advisors

December 28, 2010 by Loic Jeanjean 3 Comments

I have been writing more and more articles on social media, and more specifically on LinkedIn over the past few months following our readers and clients request. During our last LinkedIn’s webinar, I was surprised to see that about half of our attendees were not really active on LinkedIn nor were they using some of […]

Filed Under: Financial Advisors, LinkedIn, Study Tagged With: advisors, financial, group, linkedin, marketing, profile, social media, study

The Impact of Blogging for Financial Advisors on their Website Traffic

December 14, 2010 by Loic Jeanjean Leave a Comment

Blogging may seem time consuming, or maybe you worry you don’t have enough to write about. Now you might need to worry if you don’t have a blog. A recent study by HubSpot found that small companies with a blog get 55% more traffic to their website. They also get 97% more inbound links and […]