Free White Paper: Video Marketing For Financial Advisors
Download this white paper to learn the strategies needed to take full advantage of video marketing.
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…
5 Steps to Start Planning for the New Year
At Wealth Management Marketing, October marks the beginning of “Marketing Plan Season.” Our clients take the fall months to begin planning for the new year so they are prepared when Read more…
Fall Marketing Starts Today
In just a few days, it will be summer. Clients will begin to head to their summer homes or favorite vacation destinations. You may find the phone doesn’t ring as 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…
Position Yourself as an Expert
You have a wealth of knowledge about your industry and about how you can help your target market. You may even consider yourself an expert, but does your target market Read more…
10 Keys to Success for Seminar Lovers and Haters
For this week's blog, I'd like to share my recent article from the Journal of Financial Planning's Between the Issues: March 2011 edition. 10 Keys to Success for Seminar Lovers 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…