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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 […]

Thanksgiving & Social Media: Are You Ready for Both?

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After receiving an influx of responses to our online question of how are Thanksgiving and social media similar, we’ve decided that the best response was from @LiveWholeBeFree: “Thanksgiving and social media are similar in that they both have the ability to deter you from a workout!” Oh, so true! While both social media and holiday […]

10 Tips for the "Social" Financial Professional When Creating Your LinkedIn Profile

As a financial professional, you spend a lot of time looking for new customers. Your daily routine is consumed by a numbers game where more prospects translate to more clients. The allure of social media is great. But how do you simultaneously navigate social media sites like LinkedIn andcompliance regulations—and still make social media work for […]

2 Must-Read Updates for Financial Professionals in the Social Scene

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2011 has been a revolutionary year for new technologies in the social media sphere. From the launch of Google to the vast changes to the Facebook platform, social media organizations are doing everything they can to stay up-to-date and in the good graces of businesses and consumers. The past couple of weeks have been no […]

Web design trends on Financial Professionals’ websites

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Trends in website design change on a regular basis, however it feels like the financial services industry has been slowly falling behind. I thought it would be interesting to feature 3 financial professionals who really took into considerations the evolution of technology, the popularization of larger widescreens monitors and the rise of mobile devices & […]

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 […]

How to Increase Brand Presence on Facebook

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When Facebook launched its Subscribe button last month, many users overlooked its beneficial features, such as allowing users to follow public updates and customizing news feeds. This could not be more advantageous for financial professionals interested in getting their content and messages out on the network. How, you ask? Well, there are a few different […]

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 […]

The Timeline Part I: An Overview of Facebook’s Profile Changes

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Brace yourselves – Facebook has already begun the phasing process of vast profile page changes as of last week at the F8 Developers Conference. CEO of Facebook, Mark Zuckerberg, announced the unveiling of the Timeline: “If the original profile was the first five minutes of your conversation, and the stream is the next 15 (minutes), […]

How the Recent Facebook Changes are Redefining Personal VS Professional Communication Online

It would seem that Facebook is “upping the ante” based on the launch of Google+ and their stricter method of privacy settings. Last week, Facebook unveiled their new and improved version of “Friend Lists,” lists that in the past allowed you to categorize connections into specific friend lists and then set up particular privacy settings. […]