Blog Entries in Marketing/Social Media

Blog Entries in Marketing/Social Media

Butts in Seats: How Advisors Can Use Social Media to Get Prospects to Your Events and Referrals to Your Office - Part 2

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

If you’re planning your next seminar or educational event, and want to get a few more bodies in the room, follow the steps below. But first – make sure you have a page on your website to direct your traffic to with the date, location, purpose and RSVP details...Read More »

Butts in Seats: How Advisors Can Use Social Media to Get Prospects to Your Events and Referrals to Your Office - Part 1

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

If you were to ask many top advisors, they would say that they don’t use social media. And when asked about top ways to grow their business, they regularly cite referrals and events...Read More »

The Kids in the Hall and Networking Events

By Bill McGuire, Principal, W.M.McGuire, LLC on Thursday, June 4th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

Networking events are great marketing activity for financial advisors, they work best when you ‘plan your work’ and then ’work your plan’...Read More »

7 Tips for a Successful Webinar

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, February 10th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

One of the trickiest parts of the webinar process is to ensure a good turnout. So that you’re not sitting alone on your next webinar, here are a few things to consider when planning your promotional efforts...Read More »

Advisors’ Morning Cup of Links: Blogging, De-stressing, and Getting Feedback

By John Anderson, Managing Director, SEI Advisor Network on Thursday, February 5th, 2015

John Anderson, Managing Director, SEI Advisor Network

Since you are reading this blog, hopefully you realize that blogging is a great way to communicate your message and show some personality...Read More »

Social Media Trends Financial Advisors Need to Know in 2015

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

It’s 2015. It’s 2015! According to Back to the Future II, we should be levitating and flying down the street. We’re not (yet), but technology is all around us and invading every aspect of our lives beyond just our mobile phones. This was apparent last week at the Consumer Electronics Show. The main theme there? Technology everywhere. Refrigerators, shoes, and more are becoming smarter. Let’s face it. Social media is no longer the next big thing. It’s here, it’s how we communicate with each other and it’s continuing to evolve..Read More »

Must Attend Conferences: A Winter Preview for Advisors

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, January 7th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm...Read More »

Best of Blogs: Marketing/Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Read insightful marketing and social media trends and best practices from ByAllAccounts blog contributors...Read More »

Holiday Do’s and Don’ts for Advisors on Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Social media is a way to humanize your company. And the holidays give you an opportunity to do just that. So, what are you planning to share over the next month? Let’s start with some dos and don’ts...Read More »

Getting Started With Social Media: Enlist Help!

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, October 21st, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

If you're an average RIA firm owner, you are in your mid 50's. That means you didn't grow up with computers, iPhones, the Internet, Facebook and LinkedIn. So, how can we advisors take advantage of the power of social media? Enlist help!..Read More »

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