January 22, 2012 – 7:52 am
The financial community has been slow to adopt social media. One big fuzzy gray zone has been compliance. But that process is evolving. Last week, a National Examination Risk Alert went out that called into question the Facebook ‘Like’ button. Testimonials: …The term “testimonial” is not defined in Rule 206(4)-1(a)(1), but SEC staff consistently interprets [...]
January 16, 2012 – 12:04 pm
Advisors ask me all the time about their websites. Most of the time, they’re asking for help in terms of optimizing their site’s performance: capturing more leads, driving new prospects, expanding their reach. To be honest, building a website for most advisors (for most people, really) is an utterly overwhelming process. Why building a website [...]
January 2, 2012 – 8:45 am
Asking for referrals isn’t easy. Alll the data show that as professionals, we are sitting on gold mines of referral value (!), just ready for us to unlock it to build a super practice. Clients should be lining up, checks in hand, begging — pleading! — for us to manage their portfolios. Yeah, right. The [...]
December 20, 2011 – 7:47 am
LinkedIn is such a powerful tool for researching prospects and networking with professionals, I’m always surprised when I meet advisors who aren’t using it. Oh, and it’s free. Hard to beat that. Wayne Breitbarth, the author of The Power Formula for LinkedIn Success, joins me to discuss the power of LinkedIn and how financial and [...]
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Tagged lead generation, linkedin, marketing, new rules of investing, podcast, power formula for linkedin success, prospecting, radio, sales, social networking, wayne breitbarth
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December 13, 2011 – 6:45 am
If you’re been running successful seminars to help prospect for your business, you know how hard it is to get everything right. From getting your list, to creating engaging invitations, to finding a facility, to RSVP’ing your guests. It’s a lot of details and processes. That works in our favor — getting a good [...]
December 5, 2011 – 7:38 am
Social media gets a bad rap for being ‘social’. Many advisors with whom I speak see it as a noisy distraction — its social-ness getting in the way of doing real biz-ness. …stands on a soapbox: And that’s a HUGE mistake. It’s precisely the social-ness of social media that’s able to identify your ideal prospects, [...]
November 22, 2011 – 7:43 am
This post is sent free to growth-minded subscribers to my weekly marketing and sales email, Advisor Insider. Subscribe (free) here. ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: Brokers aren’t used to creating their own presentations. Compliance rules, you know. Series 7s take stock presentations and add their names to personalize ‘em. I’ll let you in on a secret though: most of [...]
November 8, 2011 – 7:44 am
Building your expertise — your differentiated expertise — is key to creating a pipeline of warm prospects. By establishing your authority on a subject, you’ll soon find the users of your website begin to trust you. And we all know that TRUST is what closes prospects. TRUST is… what moves people through your sales pipeline. [...]
November 4, 2011 – 6:15 am
Online marketing is really just beginning to take off in the investment management field. I get asked almost daily from financial advisors and RIAs what they should be reading, what they need to learn, where they should spend their time to bring in new prospects. Like Stephanie Sammon’s recent LinkedIn poll of hundreds of financial [...]
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Tagged advisorgo, advisorinsider, best podcast, financial advisors, financial services, Free resources, how do I get more propsects, industry news, marketing, marketing tearsheet, ria, social media
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November 2, 2011 – 11:51 am
My 3 tools for content curation for financial advisors saw more interest than a photoshopped image of Paris Hilton in a dentist’s chair. And it makes sense: by pointing your clients to important news, data and analysis, you’re effectively playing financial coach. But the awesome thing is that you’re the coach — without having to [...]
