by Zack Miller on January 22, 2012
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 [...]
by Zack Miller on November 22, 2011
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 [...]
by Zack Miller on 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 [...]
by Zack Miller on 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 [...]
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 [...]
by Zack Miller on 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 [...]
by Zack Miller on August 10, 2011
This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here Automating your business, increase efficiency, and grow your revenues When I first opened a brokerage account after college, I used to receive these letters from my broker wishing me a happy [...]
by Zack Miller on June 6, 2011
We’re still jaded with stories of self-made dotcom millionaires making money out of thin air. Building a financial services practice takes sweat, energy and time. Nancy Butler’s back was against a wall. She was 31, in the midst of a divorce, with 2 kids when she embarked on building her financial planning businesses. 20 years [...]
by Zack Miller on May 2, 2011
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, [...]
