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 [...]
October 31, 2011 – 6:55 am
I send actionable, how-to articles to thousands of advisors every week as part of my AdvisorInsider email list. Interested? Subscribe below. Subscribe to our mailing list :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: You can’t be good at everything you do. My grandfather impressed upon the value of specialization, of becoming really good at one thing and just running with it. [...]
Posted in Uncategorized
|
Tagged advisorinsider, best resources, broker, curation, financial advisor, invest, investment advisor, marketing, ria, sales, social networking
|
October 21, 2011 – 4:35 am
I’m getting a lot of interest from financial advisors who want to drink from the whole social media fountain. Of course, blogging should be your home base for any of these activities – a place to send people if they’re interested in learning more. A place to organize and prioritize all your content marketing. The [...]
October 19, 2011 – 6:45 am
There, I said it. Facebook is a HUGE TIME SUCK. But you know what? A lot of your prospects are wasting their time there, playing games, reading news, communicating with their friends (are Facebook friends really friends? I dunno). Going about Facebook completely wrong The thing is though for most firms and professionals targeting Facebook [...]
September 20, 2011 – 9:27 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here You know my stance with new tools — everything you use in your practice requires an investment. Of time. Energy. Money. So, if you’re going to adopt a plan to use [...]
September 5, 2011 – 11:38 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Juicing your revenues and moving beyond AUM A lot of advisors I’m speaking to are telling me that they’re: growing revenues bringing in new clients generally have momentum to their businesses [...]
Posted in Uncategorized
|
Tagged advisorinsider, broker, financial advisor, investment advisor, investment letter, letter.ly, marketing, newsletter, practice management, revenue, ria, tiny letter
|
August 23, 2011 – 6:55 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Keeping it simple I don’t know about you but sheesh, have the phone calls started pouring in. Investors are palpably scared, worried, fretting. Most of all, they’re aimless, looking for direction. [...]
August 18, 2011 – 8:24 am
In my discussions with financial advisors, I get the feeling that many of us are naturally good salesmen (that’s how we got here in the first place). The problem is that because we’ve been naturally good at convincing clients to entrust us with their investment portfolios we haven’t given enough thought/training/practice to the actual pitch [...]
Posted in Uncategorized
|
Tagged Books, broker, financial advisors, how to sell better, industry news, marketing, oren klaff, pitch, pitch anything, sales, selling
|
August 15, 2011 – 3:19 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Letter.ly is a newcomer on the newsletter scene launched a couple of months ago by drop.io founder, Sam Lessin. An industry blogger, Lessin had grown tired of the free newsletter scene [...]
Posted in Uncategorized
|
Tagged financial advisor, financial advisors, industry news, investment advisor, investment letter, letter.ly, marketing, new products, newsletter, revenue, ria
|
August 12, 2011 – 7:44 am
Has your phone stopped ringing? Are you dialing for dollars, sending out letters, conducting seminars to and for your scared clients? It hurts, it’s a terribly chaotic time in the market and in the world and investors (myself included!) are looking for direction. That means the importance of communication — that bond between professional and [...]
