by Zack Miller on November 8, 2011
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. [...]
by Zack Miller on November 4, 2011
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 [...]
by Zack Miller on May 31, 2011
Morgan Stanley dropped a bomb this week with an announcement permitting the firm’s brokers to begin testing social media using Twitter and LinkedIn for communication and business building purposes. We’re joined by Bruce Johnston, CEO of DBJ Associates and Advisolocity. He’s got 30 years of experience helping financial businesses adopt next-generation marketing and technologies to [...]
by Zack Miller on May 27, 2011
This email is a sample of the AdvisorInsider email — what hundreds of financial professionals receive weekly full of tips, techniques and tools to build their practices. Subscribe here. Imagine walking into a store with something specific in mind. You don’t approach the sales help, but they don’t bother asking what you need either. You [...]
by Zack Miller on March 8, 2011
Participation media is providing a fertile testing ground for financial services firms to test customer service, new forms of branding, and the building of communities. Corporate Insight, which recently released the report To “Friend” is the Trend: Social Media and Financial Services, has been analyzing the changes, struggles and opportunities facing the financial industry. Here’s [...]
by Zack Miller on June 8, 2010
===>>> IMPORTANT NOTE: please check out Tradestreaming.com — the site for my new book (launching soon). Please sign up via email and/or RSS to stay plugged in to this conversation. I’m going to begin migrating my blogging activities to that site as time unfurls (or furls, means the same). So it’s definitely important we stay [...]
The Ultimate Guide to 2010 Investment Predictions and Outlooks (The Pragmatic Capitalist) 2010 Predictions for Mutual Fund/ETF Digital Marketing (Rock the Boat Marketing) Seeking Alpha site gets tweaked (Seeking Alpha) Roth IRA rules for minors (GoodFinancialCents) Largest brokers, including UBS and Merrill Lynch, saw collective net outflow in 2008 of $20 billion (WSJ) Developing a [...]
December has been an action-packed month for kaChing, one of my favorite asset management startups and a solid member of the New Rules of Investing. The hot startup scored another round of funding, further lending support to their model’s success. The small tech firm essentially incubates fledgling asset managers through stock picking games, allowing users [...]
We’re not talking about Mayor Bloomberg here, but rather the mutibillion dollar financial media empire he founded. While there are a lot of alternatives for traders these days, including CapitalIQ and Reuters, most traders still use the ubiquitous Bloomberg terminal as the interface between trading and research. For the unacquainted, Bloomberg terminals are the defacto [...]
