We’re still jaded with stories of self-made dotcom millionaires making money out of thin air. Building a financial services practice takes sweat, energy and time. Nancy Butler’s back was against a wall. She was 31, in the midst of a divorce, with 2 kids when she embarked on building her financial planning businesses. 20 years [...]
Morgan Stanley dropped a bomb this week with an announcement permitting the firm’s brokers to begin testing social media using Twitter and LinkedIn for communication and business building purposes. We’re joined by Bruce Johnston, CEO of DBJ Associates and Advisolocity. He’s got 30 years of experience helping financial businesses adopt next-generation marketing and technologies to [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged advisolocity, bruce johnston, dbj associates, financial advisor, financial advisors, financial services, industry news, interview, investment advisor, marketing, podcast, radio, ria
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[View the story "Brokers test social media" on Storify]
This list of the top marketing resources to help grow your financial practice isn’t meant to be exhaustive. Please vote and add your favorites. Whether it’s sales advice, technology, free or premium, this is a list of some of the best marketing resources for investment advisors. (I use some of these while I’ve relied on [...]
This email is a sample of the AdvisorInsider email — what hundreds of financial professionals receive weekly full of tips, techniques and tools to build their practices. Subscribe here. Imagine walking into a store with something specific in mind. You don’t approach the sales help, but they don’t bother asking what you need either. You [...]
What started as a mundane pursuit — how do we put more butts into seats at an in-house financial education business? — is helping grow a traditional investment business via higher cause marketing. I spoke with Colonel Paul Arneson, who helps run Project Vets, a non-profit that awards scholarships to US military veterans to learn [...]
Can’t beat awesome free resources I’ve been testing a new weekly email (called the AdvisorInsider) full of tips, tools and resources to help you build your investment business . We have over 100 advisors currently testing the email and the feedback has been great. You can see a sample newsletter here. According to one RIA: [...]
Behavioral science is helping us make better investment decisions. It’s also really useful for attracting new clients. AdvisorInsider, a subscription email list for investment professionals serious about simplifying their marketing and using current media tools to grow their businesses. AdvisorInsider growing investment businesses with tips, tech, and tools Mind games. One of my football heroes [...]
Has Meir Statman gone off his meds? Does the author of What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions have no clue what investors really want? In a Dow Jones webinar of recent survey results, What Motivates Affluent Investors, Statman tried to make sense of the following data: Affluent [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged dow jones, financial advisor, financial advisors, future of investing, industry news, interview, meir statman, money, new products, new rules, Wall Street Journal, wsj
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Participation media is providing a fertile testing ground for financial services firms to test customer service, new forms of branding, and the building of communities. Corporate Insight, which recently released the report To “Friend” is the Trend: Social Media and Financial Services, has been analyzing the changes, struggles and opportunities facing the financial industry. Here’s [...]
