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 [...]
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 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 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 [...]
October 18, 2011 – 7:30 am
It’s with great pleasure, and a little bit of nervousness, that I announce the official availability of my new book, The End of Business as Usual. Business, government, music, finance, publishing, everything is changing. We have a unique role in all of this as we are stakeholders in not only defining the need for change, [...]
By Brian Solis
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Posted in Industry Blogs
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Also tagged amazon, book, Books, business, Business - Marketing, end of business as usual, government, itunes, media, music, New Communications, occupy, publishing, social media
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September 27, 2011 – 6:41 am
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here As investment advisors, we’re really in the business of marketing — trying to maximize cost-effective ways to bring new prospects in the door and keep existing clients happy. As I’ve written [...]
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 [...]
I woke up in the middle of the night to learn of the demise of terrorist mastermind, Osama bin Laden. What really got me, though, was the fact that he lived in a periphery city in a million dollar mansion — and ostensibly, everyone knew. He lived in a close-knit community in which his neighbors, [...]
December 22, 2010 – 11:42 am
In February 2011, I have the privilege to speak at the lift conference in Geneva. But this isn’t about the conference as much as it is about an important subject that I’ve been asked to address. While this idea is nothing new to economists, theorists, futurists and other intellectuals around the world, my focus is [...]
By brian
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Posted in Industry Blogs
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Also tagged bank, Business - Marketing, capital, credit, economics, exchange, klout, lift, peerindex, social currency, social media
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November 1, 2010 – 6:51 am
Integrity Research has an article out today Sell-Side Expands Equity Research Hiring. In spite of the article’s findings that there are some banks expanding their roster of stock analysts, it’s clear that the party is over.
After a little research, we have discovered that quite a few other sell-side firms have either been hiring research [...]
