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How to Create a Perfect Advisor Blog Post

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? Because I’ve seen […]

Investors Are Listening To Twitter. Are You Talking To Them?

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Social media is growing up and news that breaks on Twitter is now news that moves the markets. Real tweets have the power cause political tension, end careers and find a kidney. Fake tweets can have the same effects, and damage control is difficult. There is no way to edit or add a correction to […]

How to Position Your Brand on Social Media When Tragedy Strikes

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Where were you when the World Trade Center fell? I distinctly remember the moment. It was my sophomore year in college and I received a phone call (on a land line) from my boyfriend frantically instructing me to turn on the TV. I tried calling my family but the long distance phone lines were backed […]

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

Social-Media-Security

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 […]

Advisors, Are Your Calls-To-Action Weak? 10 Signs They Need an Overhaul.

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Have you ever developed an addiction to downloading free offers? Last week, I was perusing thorough the HubSpot website and couldn’t help but notice myself compulsively downloading e-book after e-book—everything from social media marketing to website creation. Normally, I’m hesitant when it comes to signing up for free offers, but on this occasion I was […]

The Top 10 Funniest Social Media Posts

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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

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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 […]

15 Unexpected Social Media Stats for Financial Advisors

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Do you ever wonder how many clients and prospects other financial advisors reel in from social media? How about if your target audience is even on social media? These are questions that occupy the minds of many advisors who are on the fence with social media. And with good reason! Why would you offer time […]

20 Things You Should NEVER Post on Social Media

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Have you ever scrolled through your Facebook and or LinkedIn feed and wondered—why is this person posting this? We’ve all stumbled on distasteful posts, shook our heads and smiled. But is there a point where bad posts can affect your business or put your job in jeopardy? The other day, I discovered a study that […]

Please Announce Yourself

If the niche you serve is similar to you or your current life stage, you may literally have lists handed or emailed to you that are perfect prospects or influencers. Only these lists are not yet in your emailable database….they may be the soccer team’s roster, your church directory, or the preschool class email list. So […]