Archive for 'financial advisors'

5 ways financial advisors are generating leads in this market

In my travels and face-to-face meetings with advisors, I spend a lot of time listening how they are generating leads.

Again, this is the #1, hot-brand issue for most financial professionals, so any insight here is extremely powerful.

  1. Via advisor’s website: This is just effective, blocking and tackling. It’s not enough to just have a website or blog. Advisors who are good at generating new leads know how to effectively give-away content (whitepaper or presentation) on their websites in return for ...
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Getting people to ‘like’ you online – endorsement?

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 that term to include a statement of a client’s experience with, or endorsement of, an investment adviser. Therefore, the staff believes that, depending on the facts ...

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The magic formula to growing your financial practice: use content curation to attract warm prospects

Building your expertise — your differentiated expertise — is key to creating a pipeline of warm prospects.

By establishing your authority on a subject, you’ll soon find the users of your website begin to trust you.

And we all know that TRUST is what closes prospects.

TRUST is… what moves people through your sales pipeline.

TRUST is… what gets them to ACAT their accounts over.

TRUST is… what keeps your clients as your clients.

So,for you mathies out there,the magic formula to growing your financial practice ...

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Best actionable marketing links for financial advisors

Online marketing is really just beginning to take off in the investment management field.  I get asked almost daily from financial advisors and RIAs what they should be reading, what they need to learn, where they should spend their time to bring in new prospects.

Like Stephanie Sammon’s recent LinkedIn poll of hundreds of financial professionals, advisors want more prospects.

I can help you answer the question of how do financial advisors get more clients.

To make you lives easier, ...

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Blogging for business: financial advisor style

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 blog also serves as a lead generation tool — trading content  an advisor produces for an email address.

It’s this transaction that is super important if you want to ...

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