Free White Paper: Video Marketing For Financial Advisors
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Best Practices for Creating Presentations for Use on an iPad
The iPad makes for an excellent presentation tool. It’s light, portable, and clearly made for delivering eye-catching visuals. Below are some of our tips for ensuring your presentations look their Read more…
Communicating to Clients During Turbulent Times
The last few weeks have been plagued with unsettling news about the markets and the economy, ranging from debt ceiling concerns to 500+ point drops in the market. This uncertainty Read more…
Should You Use Google+?
Google+ is the latest social networking site to come on to the scene. At first glance, it appears to blend the functionality of Twitter with Facebook. Google+ closely resembles Facebook Read more…
Three Steps to an Easier Web Design Experience
At some point in your business, there will come a time to redesign your existing website (or create your first website if you don’t currently have one). When this time Read more…
How to Take Advantage of the CFP Awareness Campaign
Last week, the Certified Financial Planner Board of Standards launched a four year, $36 million dollar national public awareness campaign called “Let’s Make a Plan”. Let’s Make a Plan aims Read more…
Two More Ways Recent Facebook Changes Affect Your Business Page
Last week in my article Interacting on Facebook as Your Business, I discussed a recent change Facebook has made to business pages that allows businesses to interact throughout the site Read more…
Interacting on Facebook as Your Business
In March, Facebook made some changes to business pages and how they interact with other areas of the site. Over the next couple of weeks, I will cover some of Read more…
Constructing an Event Evaluation Form
If event marketing is part of your marketing plan, then a critical component of this strategy is evaluating the success of your events. One way to do this is to Read more…
Spring Cleaning for Your Website
A website is one of those things we spend significant time, thought and energy building, but, once the site is live, we soon forget about it and neglect it. If Read more…
Speakers Media Kit Checklist
Last month, I discussed the idea of developing a Speaker’s Kit as a way to help advisors secure speaking engagements in my article Marketing Ideas I’ve Learned From My Clients. Read more…