Blog Entries by Barbara Kotlyar, Senior Marketing Manager

Twitter Can Actually Generate New Business While Retaining the Old

By Barbara Kotlyar, Senior Marketing Manager on Tuesday, April 3rd, 2012

A lot of advisors remain skeptical when it comes to using Twitter to attract new prospects, instead using it more as a way to retain and strengthen existing client loyalty. The truth is that Twitter alone may never get clients to line up on your doorstep, but it is a powerful tool that nobody can afford to ignore. Twitter can generate new leads for advisors who position themselves as experts in their financial niche. Effectively, Twitter gives you another place to showcase your knowledge and expertise, and the social network effect helps your messaging reach its widest possible audience. Here are some ways that you can incorporate this new channel into a larger content marketing strategy:..Read More »

3 Ways Advisors Get More Business Using Google

By Barbara Kotlyar, Senior Marketing Manager on Wednesday, February 22nd, 2012

Local search advertising can be highly effective because it allows advisors to tailor their brand messages very precisely to fit what prospects in their area are looking for. As the Web grows, more people are submitting geographically constrained searches to sites like Google to find local businesses and filter out everything else. Typical local search queries include not only information about "what" someone is searching for -- keywords, a business category, or the name of a product -- but also "where" information like a street address, city name or zip code...Read More »

Six Steps for Creating an Effective Marketing Plan for Your Practice

By Barbara Kotlyar, Senior Marketing Manager on Wednesday, August 3rd, 2011

I’m often asked questions about how to build a marketing plan, and how that differs from creating a business plan. First, let’s look at a business plan. It lays out what your business is all about, what services you offer, and what your major goals are. A business plan includes information on many areas that are not covered in the marketing plan, such as staffing, financing, partnerships, and of course, your company vision. In short, the business plan spells out the environment in which your marketing plan will exist.....Read More »

Marketing By Gender: 4 Tips For Getting In Front Of Female Clients

Amy McIIwain, President, Financial Social Media

In previous posts, I have written about the importance of marketing segmentation and targeting. In this post, I would like to focus on one segment of the marketplace: women. In general, financial advisors could do a much better job of educating, engaging and marketing their services to female investors. Here are 4 tips to get you started.....Read More »

Advisor Picks the Right Partners to Increase AUM

By Barbara Kotlyar, Senior Marketing Manager on Thursday, June 9th, 2011

Here at ByAllAccounts, we run a fair number of webinars, and like most business initiatives, they require a bit of preparation. Most recently, we ran a webinar on June 8th in conjunction with Jefferson National that showed how we worked with them to help our mutual client—Kenjol Capital Management—significantly increase AUM. During these preparations, I had a chance to speak to some of the key players at Kenjol. I found that they had some interesting things to say that not only reflect how they managed to capture a greater share of wallet, but that also serve as guideposts to other advisors seeking to build their businesses.....Read More »

4 Easy Ways to Improve Your Email Marketing

By Barbara Kotlyar, Senior Marketing Manager on Friday, May 6th, 2011

Welcome your subscribers. When someone first subscribes or opts into your emails or newsletters send them a warm, personal message to create rapport with your prospect. This email should say something informal like, "Hey, really good to see you here, hope you enjoy the content. Feel free to reach out if you have any questions or comments, I love getting feedback." It's a good idea to send this message as text only, rather than HTML, so that it has a more personal feel. Also make sure you monitor any replies to your emails and send thoughtful, personal replies to each message...Read More »

5 Ways to Get More Referrals Now

By Barbara Kotlyar, Senior Marketing Manager on Wednesday, April 20th, 2011

Write a blog post, position yourself as an industry leader, gain more visibility, become active on LinkedIn, create a client satisfaction survey...Read More »

Change the Nature of Your Relationship (Nurture Your Clients)

By Amy McIIwain, President, Financial Social Media on Wednesday, April 13th, 2011

Amy McIIwain, President, Financial Social Media

Advisors don't typically have a marketing background; however, prospecting and marketing skills are essential to running a successful advisory business. In order to initiate and build lasting client relationships, you must proactively nurture your clients with valuable, targeted and frequent communications that are delivered in a variety of flavors. Having a stronger relationship with your clients will also make it easier to ask for referrals, which is the easiest way to get new business. Here are some tips for how to nurture your clients along a strong, long-term relationship.....Read More »

You’ve Decided to Take Custody…Now what?

By Barbara Kotlyar, Senior Marketing Manager on Wednesday, February 23rd, 2011

I recently had a chance to sit down with Tim Jackson of Carlson Capital Management to discuss the driving factors of his firm's decision to take custody, and the steps they took in the process of doing so...Read More »