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 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 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. [...]
by Zack Miller on 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 [...]
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 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 [...]
by Zack Miller on 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. [...]
