The financial advisor’s #1 objection to curation

November 2, 2011

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 [...]

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3 tools to help you appear good at everything (content curation)

October 31, 2011

I send actionable, how-to articles to thousands of advisors every week as part of my AdvisorInsider email list. Interested? Subscribe below. Subscribe to our mailing list :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: You can’t be good at everything you do. My grandfather impressed upon the value of specialization, of becoming really good at one thing and just running with it. [...]

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Blogging for business: financial advisor style

October 21, 2011

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 [...]

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Using Facebook to generate leads (without breaking the bank)

October 19, 2011

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 [...]

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Grow your business by writing awesome white papers (without sweating it)

September 27, 2011

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 [...]

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The financial advisor’s inside guide to what works in social media

September 20, 2011

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 [...]

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Extending revenues beyond AUM

September 5, 2011

This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Juicing your revenues and moving beyond AUM A lot of advisors I’m speaking to are telling me that they’re: growing revenues bringing in new clients generally have momentum to their businesses [...]

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Manage clients by keeping it simple

August 23, 2011

This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Keeping it simple I don’t know about you but sheesh, have the phone calls started pouring in.  Investors are palpably scared, worried, fretting. Most of all, they’re aimless, looking for direction. [...]

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Has your pitch evolved along with your practice?

August 18, 2011

In my discussions with financial advisors, I get the feeling that many of us are naturally good salesmen (that’s how we got here in the first place). The problem is that because we’ve been naturally good at convincing clients to entrust us with their investment portfolios we haven’t given enough thought/training/practice to the actual pitch [...]

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