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? […]
How to Create a Perfect Advisor Blog Post
Financial Social Media’s Top 10 Blog Posts of 2011

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

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 […]
Financial Advisors: Why You Need Your Site to be Search Engine Friendly

The following study was published by Pew Internet, and offers a pretty good idea of who is using search engines (*spoiler*: everyone!) If you look at the bottom of the chart, you will notice something interesting. Those with a household income of $75,000+ are the highest users of search engines among all income levels. It’s true […]
How to Increase Brand Presence on Facebook

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 […]
Keep Cowboys Away from Social Media at Your Investment Company

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 […]
Gather Insights by Adding LinkedIn Recommendations to your Website
We’ve always been strong believers of Linkedin at Advisor Websites, not only because it’s the most used professional networking website in North America, but also for the potential it has in helping financial advisors grow their business and establish themselves as expert in their own community/industry. As I was going through all the RSS feeds […]
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, […]
Direct Mail VS E-mail Marketing
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 […]







