Marketing and Advertising

5 Ways to Get More Referrals Now

August 2, 2011 by ByAllAccounts

1. Write a blog post (try to keep it under 500 words) about a topic that your clients find valuable. For example, if you focus on Gen Y clients you may want to give them tips on how to start saving to purchase a house. At the end of the post put in share […]

Filed Under: YouTube Tagged With: blog, business, Content (media), Employment, facebook, linkedin, Marketing and Advertising, Marketing management, Referral marketing, referrals, social media, Social network, Surveymonkey, twitter, United States

5 LinkedIn Articles You Can't Afford to Miss

July 28, 2011 by Amy McIlwain

We’ve scoured the Internet shelves for the top LinkedIn news headlines this week and found a multitude of interesting stories covering everything from the hot new LinkedIn jobs feature, a large financial company’s social media strategies, and a couple articles that give some great insight into the LinkedIn communities. 1. Yet Another Reason to Be […]

Filed Under: Blog, Financial Advisors, LinkedIn, Marketing, Social Media, Study Tagged With: American Medical Association, Berkshire, business, Forbes, linkedin, Marketing and Advertising, social media, twitter

Targeting Clients: Should You Use a Rifle or Shotgun? Laser-Scope?

July 5, 2011 by ByAllAccounts

An interview with David Friedman, EVP of Strategy, WealthX Classically, as marketers we often use the expression: taking a “rifle or shotgun approach”. Which approach to attracting new clients (targeted versus generic) should financial advisors use? David Friedman’s answer: they need a laser-scope rifle. What I am hearing from financial advisors who want to grow […]

Filed Under: Blog, Facebook, Financial Advisors, LinkedIn, Mail, Marketing, Social Media, Twitter, YouTube Tagged With: Bullseye, business, ByAllAccounts, Cricket, Jim Bowen, Kuwait Finance House, Marketing and Advertising, Television

Back to Basics: Understanding Compliance

June 9, 2011 by Amy McIlwain

The exponential growth of social media in the online world has quickly caused the lines to blur between the personal, professional, private and overall general models of interaction and conduct online. Implementing a social media policy for you and your organization is key in setting guidelines, rules and regulations on what is appropriate and how […]

Filed Under: Compliance, Facebook, Financial Advisors, LinkedIn, Marketing, Social Media, Twitter, YouTube Tagged With: business, facebook, Internet Marketing, linkedin, Marketing and Advertising, organization, social media, Social network

How Financial Advisors Can Use Video to Grow Business and Client Relations

May 24, 2011 by ByAllAccounts Leave a Comment

As you know, the marketing team at ByAllAccounts uses videos to communicate with clients and prospects. We asked Joe Eldridge, Founder/VP of Marketing & Delivery at VisibleGains, an online marketing video service provider, to give some tips on how financial advisors can use video too. How can independent financial advisors take advantage of video? At […]

Filed Under: Financial Advisors, Marketing, Social Media, Study, YouTube Tagged With: business, Financial adviser, Financial Services, Joe Eldridge, marketing, Marketing and Advertising, video, VisibleGains

Interview with Annuity News Now

May 5, 2011 by Amy McIlwain 1 Comment

Let’s face it…we all know we have to start using social media for business to be successful these days. But how? Amy Mcllwain, president of Financial Social Media discusses various social media strategies for financial professionals. She tells Annuity News Now how to effectively integrate Facebook, Twitter and Linkedin into Electromenager, meubles, decoration, informatique, , […]

Filed Under: Facebook, Financial Advisors, LinkedIn, Social Media, Twitter, YouTube Tagged With: business, facebook, linkedin, Marketing and Advertising, Online Communities, social media, Social network, twitter

6 Tips to Drive a Response Through Social Media

March 31, 2011 by Amy McIlwain 2 Comments

We’ve all been there - you make a seemingly attention-getting post on any one of your social networks and excitingly await the myriad responses that are sure to come. Nothing. No replies or even “likes.” It’s not only frustrating but also disconcerting to put your personal opinions, attitudes and views out into the public domain […]

Filed Under: Facebook, LinkedIn, Marketing, Social Media Tagged With: business, facebook, Internet Marketing, Marketing and Advertising, Online Communities, social media, Social network, twitter

How Can Broker-Dealers Manage Social Media Compliance?

March 29, 2011 by JoelBeck 3 Comments

As broker-dealers consider letting registered representatives use social media for business purposes, a well-developed compliance program in this area is essential. Whether the media is something like a blog, Facebook, Linkedin, Twitter, or something else, firms must remember that they have an obligation to reasonably supervise its use. This means that the firm must develop […]

Filed Under: Compliance, Financial Advisors, Marketing Tagged With: business, facebook, linkedin, Marketing and Advertising, social media, Social network, Social network service, twitter

Interview with Annuity News Now

March 17, 2011 by Amy McIlwain Leave a Comment

Financial Social Media President Amy McIlwain”s interview with Annuity News Now covers the use of social media to enhance professional practice, as well as overcoming compliance issues and guidelines. [vimeo]http://vimeo.com/20652222[/vimeo]