Blog Entries by Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

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 »

Hot Button LinkedIn Topics for Financial Advisors - PART 2

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

LinkedIn is evolving. It’s no longer just the “resume site” of old where people go to find new jobs. It’s where people are going to do their due diligence, get their news and network with prospects and centers of influence...Read More »

Hot Button LinkedIn Topics for Financial Advisors - PART 1

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

LinkedIn is evolving. It’s no longer just the “resume site” of old where people go to find new jobs. It’s where people are going to do their due diligence, get their news and network with prospects and centers of influence...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 »

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 »

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 »

How Financial Advisors Can Identify New CPA Relationships through Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Yesterday, I was speaking with an advisor who has a pretty awesome LinkedIn profile, and is now interested in proactively using social media for business development. His client base includes working professionals, so naturally, LinkedIn is a great place to begin networking. I suggested he review his clients’ profiles and connections to look for potential introductions and referrals...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 »