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1. How To Lose A Client
(Matching tags: client communication,client service,women investors,client satisfaction,marketing,client communications)
I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some ...
Tuesday, October 24, 2017
2. Financial Advisor Mascots
(Matching tags: advisor websites,marketing)
... serves as a case study in creative online marketing.   The era of the doodle has come and gone, however. Drawing a character on screen is no longer novel. It makes people wait to watch computerized ...
Sunday, September 18, 2016
3. Four Misconceptions About "Content-Only Websites" For Advisors
(Matching tags: Microsoft Office 365,advisor websites,advisor technology,marketing,client communications,practice management,productivity)
... to adopting yesterday’s technology, but there also is so much to know. Consequently, advisor websites are generally way behind the times.  Online marketing for advisors requires learning ...
Thursday, July 28, 2016
4. Have You Prepared Your Clients For A Pullback In Stocks?
(Matching tags: Fritz Meyer,marketing,client communications)
Stock prices are not far off from their all-time high. Have you prepared your clients for the possibility of a pullback? With economist Fritz Meyer saying that stocks are susceptible to a pullback, ...
Thursday, June 16, 2016
5. Which Tech Tools Do Financial Professionals Use All The Time?
(Matching tags: advisor technology,advisor websites,client communications,marketing,Microsoft Office 365,productivity,practice management)
Given a list of 12 tech tools for supporting and serving clients, the apps financial professionals say they use all the time are Office 365, their own website, and web meeting software. Social media ...
Friday, February 19, 2016
Why does an RIA need a drone? To get some awesome footage of your building. That's why.   I bought a DJI Phantom drone six or eight months ago and it is great. This model is not hard to fly ...
Tuesday, February 16, 2016
7. President Obama Endorses Net Neutrality
(Matching tags: marketing)
"More than any other invention of our time, the Internet has unlocked possibilities we could just barely imagine a generation ago," says a statement released today by President Barack Obama. ...
Monday, November 10, 2014
... receive the newsletter over the last five years became clients. Many are people I barely know. This is the best marketing tool I have ever used. This quarter, someone became a client who I met five years ...
Friday, August 08, 2014
... and her team now write SEO-optimzed social profiles and marketing copy for advisor websites hosted by Advisor Products. We're making a LinkedIn Ninja version of an advisor website. It's great. ...
Monday, July 28, 2014
10. Do I Really Have To Use LinkedIn?
(Matching tags: LinkedIn,internet marketing,marketing,Social Media)
... advisor marketing company steeped in more traditional marketing services. And, according to his firm'sr website, they, too, offer social media marketing services. Which begs the question: If iadvisord ...
Tuesday, July 22, 2014
11. Here's How To Make Your RIA GIPS Compliant And Reap A Marketing Windfall To Grow Your Practice
(Matching tags: GIPS compliance,investment management,integrity,RIAs,marketing,high net worth)
Global Investment Performance Standards (GIPS) are spreading from the institutional market to the UHNWI market. Failing to become GIPS compliant likely will become a competitive disadvantage for RIAs over ...
Saturday, June 07, 2014
Camtasia Studio is a good software program for advisors to use to edit their own videos.   It does not have the video editing power of Final Cut Pro by Apple or Adobe Premier, which are professional ...
Wednesday, June 04, 2014
13. CFA Institute, In A Step Toward Becoming The Key Professional-Licensing Body In Financial Advice Industry, Proposes Requiring Public Disclosure Of GIPS Compliance
(Matching tags: business ethics,Advisor businesses,model portfolios,competitors,marketing,family offices)
Global Investment Performance Standards (GIPS) are becoming more trustworthy to UHNWI investors and, thus, more important to RIAs and, in the long run, will make CFA Institute the most important professional ...
Tuesday, June 03, 2014
14. How To Produce Videos For RIA Target Markets And Clients
(Matching tags: advisor websites,videos,marketing,client communications)
Online video engages potential clients and now advisors can edit and produce videos on their own. Andrew Gluck of Advisors Products Inc. shows you how to use video editing software in this Advisors4Advisors ...
Friday, May 16, 2014
15. Segmenting Clients
(Matching tags: client communication,client communications,client service,communication,differentiation,marketing,niche,target marketing)
Do you segment your clients? On one hand, I believe that all clients deserve our very best. After all, we are entrusted with their life savings. Yet, on the other hand, how can we help but notice differences ...
Sunday, May 11, 2014
16. Wasting Your Money
(Matching tags: Advisor businesses,advisor websites,client acquisition,client referrals,client retention,client satisfaction,marketing)
How do you spend your marketing dollars? If you are like most advisors, you probably spend a fair amount of money on current clients, with outlays for:  ...
Wednesday, April 23, 2014
17. Is Preparing Tax Returns Worth It?
(Matching tags: Advisor businesses,business strategy,CPAs,marketing,referrals,Taxes)
I'm a financial advisor. Ninety percent of my revenue comes from investment management. The other ten percent is split between financial planning fees and tax return preparation. For the last six weeks, ...
Monday, April 14, 2014
18. How To Use Your Touchscreen To Draw Anywhere On Your Desktop; Free App Will Make You A Better Presenter
(Matching tags: how to,client education,marketing,client communications,prospecting)
 I just could not get a colleague to understand what I meant yesterday when I asked him to center horizontally two elements on a Web page.   He’s a really smart guy, but his mind’s ...
Friday, January 24, 2014
Financial advisors are not selling deals on electronics. They’re not Internet marketing hustlers. They’re not magazine publishers. On social media, financial advisors want to come off ...
Sunday, January 05, 2014
20. How Financial Advisors Using Constant Contact Or MailChimp Can Automatically Feed Great Financial Content Into Their Email Newsletters
(Matching tags: email marketing,content marketing,prospect,advisor websites,marketing,client communications,prospecting)
Constant Contact and MailChimp are two of the most popular email newsletter campaign systems available to businesses. So we've integrated with it.   As a result, financial advisors who use Constant ...
Tuesday, December 31, 2013
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