Blog Entries in Marketing/Social Media

Blog Entries in Marketing/Social Media

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 »

3 Tips for Hosting a Successful Financial Advisor Conference: Lessons from #FPABE

By Amy McIIwain, President, Financial Social Media on Wednesday, October 15th, 2014

Amy McIIwain, President, Financial Social Media

Having spoken at hundreds of conferences on the topics of social media and digital marketing, I’ve seen the gamut of good, bad, and ugly when it comes to hosting an event. It’s not easy. A lot of planning and prep goes into hosting a successful financial advisor conference...Read More »

3 Tips for Developing Your Content Marketing Strategy

By Bill McGuire, Principal, W.M.McGuire, LLC on Thursday, October 9th, 2014

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

Content marketing1 is any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story...Read More »

Real-Time Marketing Applies to Advisors Too

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, October 7th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Last week I attended the #FutureM conference in Boston, taking place during Hubspot’s INBOUND 2014 event. There were thousands of marketers and technologists packed into the Boston Convention and Exhibition Center. I left the event energized about what a few of the best and brightest are doing. And my wheels started spinning in real-time about ways to adapt some of what I heard back at the office...Read More »

How Social Media Can Help Advisors Carve Out their Niche

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

At our recent Discovery Forum, my colleague Jerry Lezynski, Director of Marketing for the SEI Advisor Network, discussed the importance of niche marketing. In doing so, he asked the audience, “Who here has a niche?” Many advisors raised their hands. The first example that was highlighted was an advisor who works with college professors...Read More »

Niche Marketing for Financial Advisors

By Mike Renton, Advisor Websites on Wednesday, September 24th, 2014

Mike Renton, Advisor Websites

It has been one of the most popular topics in the financial industry over the last couple of months, but what exactly does niche marketing entail? Niche marketing is the business art of specializing in a particular market by serving specific needs to a particular client base..Read More »

3 Tell-tale Signs Your Advisor Website Needs a Refresh

Maggie Crowley, Digital Marketing Coordinator, AdvisorWebsites.com

In 2013, 67% of advisors we talked to said they were not happy with their existing websites. While it’s not realistic to redesign your firm’s website annually, the gaining pace in the tech world makes every website a constant work-in-progress. Taking on a new website project may not sound like a walk in the park, but a site redesign can have a lasting positive impact on any advisory firm...Read More »

Must Attend Conferences: A Fall Preview for Advisors

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, August 20th, 2014

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

As the summer winds down, it’s back to school for financial advisors, with the fall / winter conference season getting underway. 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 »

5 Key Compliance Steps for RIAs Using Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Unlike broker dealer-affiliated advisors, RIAs have to create their own policies and procedures for social media. To make matters murkier, the Securities and Exchange Commission has provided little guidance on social media, but there are some things that are a given...Read More »

View earlier posts in the archive