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How to Position Your Brand on Social Media When Tragedy Strikes

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Where were you when the World Trade Center fell? I distinctly remember the moment. It was my sophomore year in college and I received a phone call (on a land line) from my boyfriend frantically instructing me to turn on the TV. I tried calling my family but the long distance phone lines were backed […]

3 Ways Advisors Get More Business Using Google

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Local search advertising can be highly effective because it allows advisors to tailor their brand messages very precisely to fit what prospects in their area are looking for. As the Web grows, more people are submitting geographically constrained searches to sites like Google to find local businesses and filter out everything else. Typical local search […]

Financial Social Media’s Top 10 Blog Posts of 2011

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As 2011 comes quickly to a close, I sat wondering what I’d write about for our final blog of the year. After much contemplation, I decided to compile a list of our most popular blog posts based on their share rate and reader views (thanks to ProducersWeb). It’s been quite a year for social media […]

A Discussion with Philip S. Franco on Using Marketing to Drive Growth in 2012

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First in a series advisor perspectives on marketing Do you have a roadmap for how you’ll achieve your 2012 client acquisition goals? I recently spoke with Philip S. Franco, Vice President – Financial Advisor at RBC Wealth Management to understand his perspective on marketing for 2012. Philip manages more than $50 million in assets and […]

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 […]

How to Increase Brand Presence on Facebook

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When Facebook launched its Subscribe button last month, many users overlooked its beneficial features, such as allowing users to follow public updates and customizing news feeds. This could not be more advantageous for financial professionals interested in getting their content and messages out on the network. How, you ask? Well, there are a few different […]

Get on Board with Social Media and Protect your Brand

We all know the big four players of social media: LinkedIn, Facebook, Twitter and YouTube. Chances are that you’re probably already engaging customers and providing them value on most, if not all, of these social websites. If you aren’t, however, now is the time to get on board with social media. A recent survey of […]

LinkedIn DirectAds For Advisors - How To Succeed

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 […]

Compliance Guides for Financial Advisors

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, […]