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? […]
The Top 10 Funniest Social Media Posts
April 4, 2013 by
In our blog, we typically cover the strategical elements of social media marketing like analytics, ROI, compliance, etc. In this blog, however, we are taking a lighthearted shift to convey how humor can be used to entertain your audience on social media. Believe it or not, many people love social media for the humorous, entertaining aspects. […]
The Number One Marketing Mistake
April 2, 2013 by
Maribeth Kuzmeski, marketing guru and president of Red Zone Marketing, is someone we’re always happy to call a friend. Maribeth has led her firm in consulting with some of the nation’s top financial professionals and advisors. She knows her stuff. Today Maribeth shares what she identifies as the number one marketing mistake made by financial […]
How Successful Financial Advisors Find New Clients
October 16, 2012 by Leave a Comment
By Chris Holman, ClientWise LLC Whether you call it “client acquisition”, “business development”, or “prospecting”, one thing is true. Successful financial advisors are becoming more creative and unique with regard to finding new clients these days. One other observation is correspondingly true. With respect to finding new clients, there is no Holy Grail, i.e. no single, universal […]
eMarketing for Financial Advisors: 10 Ways to Boost Open & Click Rates
October 11, 2012 by 1 Comment
Many financial advisors are interested in how they can use email marketing to increase leads and grow their business. Although email marketing is a relatively simple initiative, there are many small details that can make-or-break your open and click through rates. Here are some strategies you can use right away to start engaging readers […]
4 Ways Advisors Can Attract Affluent Clients Online
September 13, 2012 by 2 Comments
Last week, I attended the FPA Rise Symposium in Denver, Colorado. Like many conferences and speaking engagements I attend, there were bright-eyed advisors, engaging keynotes, and of course, an endless supply of hors d’oeuvres. While many speakers piqued my interest, there was one in particular that stood out in my mind. Tony Oechsli of […]
Sample biographies for financial advisors – free to use
July 17, 2012 by 1 Comment
One of the most challenging piece of content advisors face is writing a compelling biography. One month ago, I posted an article about how to write an effective biography for your financial website. We received great feedback from our clients and some applied the suggestions shared to write their bio. Today, I thought it could […]
Sailing Into Social Media: The Tale of the Titanic Retold
April 17, 2012 by Leave a Comment
On this day one 100 years ago, the infamous Titanic had already departed on its maiden voyage across the Atlantic. Most of us are well aware of the famous James Cameron film inspired by the Titanic and its doomed voyage, but did you also know that there are apps and Twitter accounts dedicated to the […]
How Are People Posting to Twitter
March 27, 2012 by 1 Comment
Twitter is a rich network for exploring trending topics, hashtags and various slices and dices of data. Its immediacy, short form and ability to link creates a fantastic place to syndicate content, take the “pulse” and evaluate sentiment. An interesting subset of data we explore at Arkovi is also the Tweet source – helping […]
