More in Marketing

Mar. 27, 2013

Commentary

REP.

Content on Vacation

How to avoid getting into the “Social Media Hall of Shame?” Keep your social media presence alive, active and consistent. It tells clients you can stick to a plan....More
Mar. 13, 2013

Article

REP.

The Great Social Media Quality vs. Quantity Debate

What makes a strong social network? Is it the number of connections? Or is it the quality of the connections you’ve made?...More
Mar. 12, 2013

Article

REP.

Get the Lead Out

Creating content, organizing contacts, tracking delivery, avoiding opt outs and spam filters; email newsletters are far from simple. Luckily, there are a plethora of options....More
Feb. 25, 2013

Article

REP.

Lighten Up!

Sometimes the right joke or one-liner can defuse a situation with clients or underscore a selling point. But tread lightly....More
Feb. 25, 2013

gallery

Gallery: Two Financial Advisors Walk Into a Bar…

Doctors and lawyers, sure. But are there any funny jokes about financial advisors? Here are a few. WealthManagement.com cannot guarantee that you, or your clients, will actually think them funny.
Feb. 20, 2013

Article

REP.

LinkedIn Introductions: Gauging the Introducer-Prospect Relationship

Identifying the right prospects on LinkedIn is critical to receiving introductions with real potential. Your connections have hundreds of connections, making introduction possibilities seem endless. This can be deceiving....More
Feb. 11, 2013

Article

REP.

Your Social Media Value Proposition

Transitioning your social media strategy from online to offline is one of the major challenges we hear from the financial advisors we coach. The solution to this common difficulty takes finesse and involves thoughtful offline conversations....More
Feb. 5, 2013

Article

REP.

Crafting an Eye-Catching LinkedIn Headline

You only have a matter of seconds to grab someone’s attention online. Without the proper branding and eye-catching language, you can easily be overlooked....More
Jan. 15, 2013

Article

REP.

Trust Me, I’m a (Social Media) Professional

Social media advisors seem to be multiplying, particularly when it comes to the financial service industry. Shouldn’t someone be vetting these people?...More
Jan. 14, 2013

Article

REP.

Filtering Your Connection’s Connections

With LinkedIn’s new look comes new functionality. If you have the updated version of LinkedIn, you now have the ability to run an advanced search on your connection’s connections....More
Jan. 3, 2013

Article

REP.

Decoding A Prospect’s Facebook Page

There is inarguably too much information online. But are you using it?...More
Dec. 26, 2012

Article

REP.

Not Your Momma’s Financial Advisor 1

Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums, and a more tech-centered financial experience....More
Dec. 25, 2012

Article

REP.

Playing The Digital Dating Game

A client’s onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help....More
Dec. 12, 2012

Article

REP.

Run your Business Like it’s For Sale

All of the factors that potential acquirers expect or value are the same as those that will benefit your firm’s owners and employees today....More
Dec. 6, 2012

Article

REP.

Political Atheism & Branding 1

The old adage avoid discussing politics and religion could not be more relevant for advisors in today’s politically charged environment....More
Dec. 5, 2012

Article

REP.

Two Handy LinkedIn Plugins

As you build your first-degree connections, the amount of information available to you can seem insurmountable. However, having vast amounts of information at your fingertips can mean major opportunities if you have a way to capture and manage it....More
Dec. 4, 2012

Article

REP.

Investors Increasingly Interested in Advisors' Social Media Capabilities

Most financial advisors have been told time and time again that effectively using social media is important to growing a practice. Now they are hearing it from clients, according to a recent survey by Fidelity...More
Nov. 29, 2012

Article

Trusts & Estates

Marketing - Necessary Even If You're Not a Rainmaker

Financial advisor John Burke discusses some lessons attorneys can learn from financial professionals about marketing themselves...More
Nov. 22, 2012

Article

REP.

The “Little Things” that Build Trust

Earning a person’s trust starts with your reputation as a person. It officially begins with your first encounter, and then continues throughout the life of your relationship; personally and professionally....More
Nov. 15, 2012

Article

REP.

Do’s and Don’ts of LinkedIn Status Updates

Posting regular updates promotes awareness and engages your connections. Here is how to make sure the impression you are making is the right one....More
Nov. 13, 2012

Article

REP.

Going Small In Cyber Fight

Taking the battle to the front lines, public-private cyber-security partnerships are increasingly focusing on smaller financial service firms to ward off online attacks....More
Nov. 8, 2012

User Submitted Content

How to Incorporate Mobile Technology into Your Practice and What to do When You Get There

There’s a lesson to be learned from the old school insurance agents who did business over the kitchen table. Nothing replaces a face-to-face experience....More
Nov. 8, 2012

User Submitted Content

4 Tips For Building Your Social Media Audience

If you think rock stars and movie stars are the only ones who can build a large social media following, think again....More
Oct. 25, 2012

Article

REP.

Selling with Passion

Passion is an underrated sales tool, mostly because it is difficult to measure and even more difficult to teach. What makes passion so effective in sales is that it cannot be faked, it is a raw human emotion that must come across as genuine or prospects can sense it....More
Sep. 28, 2012

blog

Women Are Getting Richer and Taking Charge of Family Wealth. But There Are Few Women-owned RIAs

I have a strong aversion to breaking out RIAs or financial advisors into gender buckets, race buckets or ethnicity buckets. But in this issue, we’re doing just that. Let me explain....More