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5 Ways to Make Your Social Media Accounts “Hacker-Proof”

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By Andrea Collatz. Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have tweeted about Herbalife Ltd. Having your social media accounts hacked can do irreparable damage to your company and reputation. However, before […]

4 Ways Advisors Can Attract Affluent Clients Online

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  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 […]

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 […]

Social Media in the Financial Industry: Top Infographics of 2011

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As 2011 comes to a close, many social media-related organizations are compiling numbers, facts and statistics about the exponential growth of social media over the past year. They’ve put their findings in some pretty creative and engaging infographics that give you a great perspective of how much social media is growing. We’ve picked out our […]

How to Generate More Leads Using Video

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When it comes to website landing pages, the purpose is to capture your visitor’s attention and incentivize them to want to learn more by entering their contact information, making a purchase, or simply driving them to a different part of your website. With video being the hot commodity in marketing right now, it’s no surprise […]

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 […]

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

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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 […]

Keep Cowboys Away from Social Media at Your Investment Company

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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 […]

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 […]