financial

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

LinkedIn Company Pages - What They Are & Why Your Business Needs One

January 27, 2011 by Amy McIlwain Leave a Comment

Alright, so you have your LinkedIn profile up and running, you are adding new connections, becoming involved in group conversations, and yet your brand just isn’t getting out there. LinkedIn Company Pages is a great way to get your company’s brand and profile out into the online community. It is a powerful tool in finding […]

Filed Under: Financial Advisors, LinkedIn, Marketing, Social Media Tagged With: brand, business, company, financial, followers, group, help, how to, linkedin, marketing, online marketing, profile, social media, website

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

Start a Conversation with LinkedIn Groups

January 11, 2011 by Loic Jeanjean Leave a Comment

Over the past couple of weeks we have been posting videos to help advisors understand and start using all the different features available on LinkedIn. Today, you will learn how to build new relationships quickly by joining industry or shared interest groups. [youtube]http://www.youtube.com/watch?v=F5CF1FEm_oA&feature=player_embedded[/youtube] Some of the takeaways from this video are: *Share relevant content by […]

Filed Under: Financial Advisors, LinkedIn, Social Media, YouTube Tagged With: conversation, financial, groups, linkedin, organization, social media, video, youtube

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 […]