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Why Companies are Shifting from Old School Marketing to Social Media
I remember being a teenager, hopping on my bike, and setting off on the mile long journey to work. As I climbed the last hill a huge billboard would slowly emerge over the horizon. I stared at it...
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2 Must-Read Updates for Financial Professionals in the Social Scene
2011 has been a revolutionary year for new technologies in the social media sphere. From the launch of Google+ to the vast changes to the Facebook platform, social media organizations are doing...
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Three Ways Technology has Revolutionized Marketing and How Financial...
Can you remember back in the day, when you dialed in to get your “electronic” mail from AOL? Patiently waiting and trying to dial multiple numbers before finally making the connection? Personally, the...
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Financial Social Media’s Top 10 Blog Posts of 2011
As 2011 comes quickly to a close, I sat wondering what I’d write about for our final blog of the year. After much contemplation, I decided to compile a list of our most popular blog posts based on...
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Even Online, Keeping It Simple Brings The Clients
Michael Lynch has been courting high-net-worth clients, and now he feels like the campaign has been successful enough to take on a new partner and kick the process into an even higher gear. Part of the...
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A Day in the Life of an Advisor Using Social Media
Hi there. I’m Russ Thornton. I want to share with you how I typically spend a day engaged in social media from the perspective of a busy financial advisor. Getting the Day Started 7:30 AM – This is...
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News Release: Facebook Announces New Redesign for Facebook Business Pages
DENVER, March 2012—As of yesterday, February 29, 2012, the redesign for Facebook Business Pages was launched at the fMC (Facebook Marketing Conference) in New York. The redesign, which officially...
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3 Ways to Ask for Referrals
All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business. Either way, this aspect of the...
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10 Social Media Time Savers for Busy Financial Advisors
Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy”, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when...
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Email vs social media compliance & adoption timelines
History repeats? Comparing email and social media timelines In 2010, FINRA released Notice 10-06, an important regulatory guide on social media. Then in 2011, Morgan Stanley began allowing its...
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Do You Make These Social Media Mistakes?
The social media revolution taking place online is causing individuals and companies to jump on board without any knowledge or strategy in place. Just the other day I received a phone call from a...
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How are Advisors Using the iPad for Business? (Survey Results)
I can’t attend an event without noticing someone using an iPad. Case in point: an opening where a fellow photographer used her iPad to take pictures at the gallery. And, an executive roundtable I...
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Financial Advisors: Why You Need Your Site to be Search Engine Friendly
The following study was published by Pew Internet, and offers a pretty good idea of who is using search engines (*spoiler*: everyone!) If you look at the bottom of the chart, you will notice something...
View ArticleContent Marketing: 3 Ways to Build a Devoted Audience
I was driving up to northern Wisconsin this week to my family’s cabin for our Fourth of July vacation. After a late flight and an even later baggage claim wait, I found myself making the four hour...
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Direct Mail VS E-mail Marketing
You have probably heard in recent conferences or business gathering that you should abandon old marketing methods in favor to online marketing. In today’s article, I will go over the pros and cons of...
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LinkedIn DirectAds For Advisors – How To Succeed
Most financial advisors I have been talking have heard about pay-per-click or at least have seen some of these pay per placement ads on search engines like Google or Yahoo! These ads run on a bidding...
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The Art of the Invite
How Personal Messaging Increases Network Connections I was at a conference a few weeks ago listening to an excellent presentation by JD Gershbein on the power of LinkedIn in business communications....
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3 Ways To Grow Your Marketing Lists Online
Here’s a sad-but-true fact: email marketing databases degrade by about 25% every year. Your contacts may chance their email addresses, moving from one company to another, they may unsubscribe from...
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Nurturing the Sales Funnel Using Social Media [INFOGRAPHIC]
The dawn of the social media age has seen generations discover, adopt, and pass on the habit of social media usage to younger generations, resulting in even the youngest members of society using one...
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How to Grow Your Email List
By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field....
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