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Ten Tips for Better Networking

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Part of your marketing strategy will involve networking events or mixers where you will meet new people and develop relationships. Expanding your networking circle requires engaging acquaintances and strangers in conversation, so start thinking of strangers as people who can bring you business opportunities. Ten tips for better networking are: 1.) Fuel the conversation. Smile, […]

ReelSEO Provides Tips on How to Build Your Youtube Presence

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ReelSEO is the Online Video Marketer’s Guide – a place for news, tips, trends, tutorials and the latest information about online video publishing, video marketing, video SEO, and video advertising. ReelSEO’s Creator’s Tip, “How to Build a YouTube Audience with Keyword Tools”, helps video producers understand how to use YouTube and Google’s keyword suggestion […]

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 […]

Back to Basics: Understanding Compliance

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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 […]

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, […]

Evolution of Marketing for Financial Advisors

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 […]

Start a Conversation with LinkedIn Groups

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 […]

Creating a Social Media Policy For Your Organization

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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 your organization is key in setting guidelines, rules and regulations on what is appropriate and how your business […]