Blog Entries in Marketing/Social Media

Blog Entries in Marketing/Social Media

2 Robo Web Tech Strategies for Human Advisors

By Advisor Websites on Tuesday, August 11th, 2015

Unlike a traditional advisor that keeps regular office hours, Robo-technology is a resource that can be tapped into at any time – it’s working around the clock for clients...Read More »

Essential Marketing Considerations: Proper Planning and Continuous Process Improvement

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 7th, 2015

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

Recent studies and news articles have provided insights on how high performing advisory firms are more dedicated than their peers when it comes to marketing. If you’re looking to step up your firm’s marketing game, here are 4 considerations before getting started...Read More »

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 »

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 »

6 Tips for Planning a Success Event

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 8th, 2014

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

In this age of electronic communication and social media, we can sometimes forget the value and importance a face-to-face meeting has in the business development process. In my opinion, events are often times the greatest way to show your appreciation and create needed face time with clients and educate prospects on the benefits of working with firm..Read More »

5 Tips to Jump Start Your Marketing this Summer

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, June 11th, 2014

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

The lazy days of summer are made for barbeques, fireworks, trips to the beach or lake, and other vacation festivities. It’s also a perfect time to take a good look at your marketing and get a head start on some of those projects that have been on the backburner or seem a little more difficult to focus on in busier seasons..Read More »

Making the Most of Your Conference Experience

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, May 6th, 2014

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

It’s that time of the year again. Conferences, seminars, workshops and other types of gathering are one of the most valuable resources for those in the advisor community. There are significant opportunities to benefit from the educational, networking, and business development components of these events. Besides, nothing replaces the opportunity to meet face-to-face with your peers.. But like any other business activity, proper planning is essential. Here are 6 ways you can ensure a successful experience...Read More »

The Essentials of Google Analytics for Financial Blogging

By Sara Ruthnum, AdvisorWebsites.com on Thursday, April 24th, 2014

Sara Ruthnum, AdvisorWebsites.com

The modern marketer is one part artist and one part scientist. Not only do you have to be creative, engaging the senses of your web traffic, but also you have to remember the numbers – measuring the successes (or failures) of your marketing strategies. Taking a look at the numbers, from the successful blog posts, to your most successful tweets, will help you determine what works and what doesn’t...Read More »

Add Value to Your Client Experience

By Rosemary Smyth, MBA, ACC, Author on Monday, March 3rd, 2014

Rosemary Smyth, MBA, ACC, Author

It’s still early in 2014 and now is a perfect time to consider what you can do to add value to your client experience. Chances are your competition is currently prospecting your top clients, so you can be sure that a few of them are wondering what value they’re getting from retaining you as their financial advisor. Since value is “perceived”- you need to focus on the client and see what value means to them...Read More »

5 Things Advisors Aren’t Doing on LinkedIn, but Should Be

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

It’s the beginning of the year and all over the web, you’ll see top 10 lists of this year’s hottest social media trends. Dig deeper and you’ll hear that 2014 will be the year that Google+ takes over, mobile apps will be everywhere, image-based sites such as Pinterest will continue to gain steam, and micro-videos a la Vine and Instagram will be tops. Heck, there’s even talk that people should be taking more selfies...Read More »

Run Your Own Race

By Rosemary Smyth, MBA, ACC, Author on Tuesday, January 28th, 2014

Rosemary Smyth, MBA, ACC, Author

With the Olympics around the corner we are hearing from the athletes that they are all wanting to “peak” for their Olympic event. They also are planning what their strategy will be for the event, checking out who their competitors are and how they are going to use their strengths and abilities to bring home the gold...Read More »

Information Needs to be More Than Intelligent

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 15th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...Read More »

Monitoring and measuring your website performance: From Google Analytics to A/B Testing

In my experience at ByAllAccounts, many advisors have asked how they can better understand website activities, and improve their website performance. It’s an important question, because as Jonathan Bentley, Executive Vice President of InvestCloud, stated in a previous blog, “We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available...Read More »

6 Reasons Why Advisors Should Take Advantage of Webinars

By Sara Ruthnum, AdvisorWebsites.com on Friday, December 6th, 2013

Sara Ruthnum, AdvisorWebsites.com

Have you ever attended a webinar – a web seminar? It’s a great place to learn new and helpful information about the financial industry, but have you ever considered hosting one yourself? Webinars are a fantastic way to reach new audiences, generate leads and promote your brand...Read More »

3 Ways to Make Your Investment Writing More Effective

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, November 13th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

If you write your firm’s market commentary, client newsletter or individual client performance reports then you realize how hard it can be to engage your readers. Below are three tips from writer-editor Susan Weiner to help you increase the impact of your writing on clients and prospects...Read More »

Strategic Website Design for Advisors – Moving beyond text and images

Jonathan Bentley, Executive Vice President, InvestCloud

We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available. For that reason, advisors and money managers are starting to take their sites more seriously than ever before. As the largest developer of custom money manager and advisor websites in the US, InvestCloud, through its Light[Port] design group has built and managed over 500 sites in the last decade. In the last couple of years we have observed a change in advisor attitudes that we think is significant...Read More »

Guide to Understanding and Winning Wealthy Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, October 23rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

In 2011, more than 60% of investors we surveyed were considering firing their financial advisor in the next 12 months. The economic and business climate has become tougher since then. Margins are being squeezed and without bringing on new clients, or finding new sources of revenue, business expansion opportunities may be limited...Read More »

Answering the FAQs of Financial Blogging

Maggie Crowley, Digital Marketing Coordinator, AdvisorWebsites.com

Advisors have lots of questions about blogging, but two questions in particular seem to appear in my email inbox the most. Today, I’m answering these questions at length. There are two huge benefits to maintaining a financial blog. First, blogging adds tons of value in respect to search engine optimization (seo). The more blog posts you publish, the more indexed pages you create for search engines to display in their results...Read More »

10 Ways a Blog Can Benefit Your Financial Practice

By Stephanie Sammons, CEO & Founder, Wired Advisor on Friday, August 23rd, 2013

Have you launched a blog for your financial services practice? Are you currently self-publishing your insights through blogging? Perhaps you’ve considered launching a blog, or maybe you’ve been blogging for some time, but you just haven’t yet realized the benefits of this powerful, modern business building activity...Read More »

Why Financial Blogging Works:The Bottom Line

Maggie Crowley, Digital Marketing Coordinator, AdvisorWebsites.com

Have you heard of the term SEO? If you have a website, you may know that Search Engine Optimization (SEO), is the process of improving the visibility of a website in a search engine’s results. The earlier and more frequently a site appears in the search results list, the more visitors it will receive from the search engine’s users...Read More »

Learn How to Drive More Word of Mouth Referrals

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Tuesday, August 13th, 2013

Want to learn more about utilizing word-of-mouth marketing tactics to help grow your business? This Thursday, August 15th, at 2pm EST ByAllAccounts will be hosting a free webinar featuring our VP of Marketing, Cynthia Stephens, on how to drive more word of mouth referrals...Read More »

ByAllAccounts New Online Learning Center Connects Advisors to Latest Industry News and Trends

ByAllAccounts has recently announced the launch of its re-designed Online Learning Center, which acts as a content hub for nearly 100 whitepapers, videos, webinars, and original industry research from a large network of thought leaders in the financial space. This comprehensive re-design enhances usability, and encourages advisors to share these educational materials within their networks...Read More »

How Advisors Can Mine Big CRM Data for AUM Gold

In recent years, ‘big data’ has become such a buzzword: across industries, everyone is hoping to take advantage of data analysis to identify their most profitable business activities or ideal client types for growth. While the concept of big data is nothing mysterious or complicated, knowing how to approach it to benefit your business can be overwhelming. The data is there, and most financial advisors naturally have the statistical mind to analyze it...Read More »

Are You Ready for the Toughest Questions Every Financial Advisor Is Asked?

By Rosemary Smyth, MBA, ACC, Author on Thursday, June 27th, 2013

Rosemary Smyth, MBA, ACC, Author

As your plane taxis down the runway, the person beside you strikes up a conversation. The what-do-you-do-for-a-living question will usually come up. When it does, you know that they will inevitably follow up with another question – perhaps something like: "My brother-in-law is really into gold stocks. Do you have any hot tips?"..Read More »

Performance of Highly Successful Financial Advisors

By Umair Munir - Marketing, ByAllAccounts on Tuesday, June 25th, 2013

As a continuation of our Successful Advisors survey in 2012, ByAllAccounts conducted a similar survey again in May 2013 to identify the traits of ‘highly successful advisors’ and find out any significant changes in the results from last year. We collected 400+ responses this year which included RIAs, financial planning firms, broker dealers and others. Client satisfaction was rated the most important indicator of business success in, both, 2012 and 2013...Read More »

Why Investment Management Firms Should Replace Their Legacy Systems Now and Not Wait

By David J. Csiki, Managing Director, INDATA on Friday, June 14th, 2013

It goes without saying that in a world of scarce resources the intellectual capital of an investment management firm should be primarily focused on the firm’s organizational goals of managing investments, servicing clients and maintaining compliance, not trying to manage the inefficient workflows that are created by using legacy systems...Read More »

When it Comes to Technology, Do Advisors and Vendors Speak the Same Language?

Susan Glover, President, Susan Glover & Associates, LLC

Taking charge of the communications process with vendors goes a long way in properly evaluating and selecting technology. This also ensures a successful implementation and conversion. While vendors and salespeople understand the advisory business (think of how many discussions start with “built by advisors for advisors”) they may not always be on the same page as you...Read More »

Essential Content for Your Advisor Website

Maggie Crowley, Digital Marketing Coordinator, AdvisorWebsites.com

Content is the most important aspect of every website. It’s what search engines use to rank your website and, more importantly, it’s what people come to your website to find. People use the web to find information and your website should provide up to date content to make it easy...Read More »

Summer Reading Lists for Advisors

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, May 23rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

The Memorial Day weekend traditionally signals the beginning of summer with its barbeques, lazy afternoons and outdoor activities. If catching up on reading at the beach is one of your summer “to-do’s” I have a few suggestions for you to consider...Read More »

Encourage Sharing of Information About Your Firm to Help Drive Word of Mouth

Cynthia Stephens, VP of Marketing, ByAllAccounts

Encourage sharing of information about your firm to help drive Word of Mouth. First in a series of actionable, tips on driving more referrals from Word of Mouth by Cynthia Stephens...Read More »

Traits of Successful Financial Advisors

By Umair Munir - Marketing, ByAllAccounts on Monday, May 6th, 2013

In Q2 2012, ByAllAccounts conducted a survey to find out the common traits of successful financial advisors. The survey provided interesting insights. What we found was that advisors spent most of their time with clients, not in the back-office - 81% said they spend the majority of their time on client management, communication and service; while only 18% said back-office operations and reporting. Among the other key findings were:-..Read More »

Take Charge of Your Prospecting and Revitalize Your Sales Funnel

By Rosemary Smyth, MBA, ACC, Author on Thursday, May 2nd, 2013

Rosemary Smyth, MBA, ACC, Author

Before embarking on a road trip, you need to know a few important facts – not only your point of origin and your desired destination but also a detailed map of the route you want to take. Your prospects go on a similar journey on their way to finding financial services. Their point of origin is the realization that they need sound financial advice from a professional. Their destination is opening an account at your office and transferring their assets to you...Read More »

5 Proven Ways to Drive More Word-of-Mouth Referrals

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, April 18th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

Word-of-mouth. It’s often called the most valuable form of advertising—with good reason. A word-of-mouth referral from a friend, colleague or industry expert can go a long ways, and provide all the impetus necessary to contact the person or firm being recommended...Read More »

In Charge of Asset Management Distribution? Three tips for how to connect with RIAs

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, March 19th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

In case you missed the seismic shift in distribution (a.k.a. sales) that has occurred during the past decade let me repeat it -- power has shifted from sellers to buyers. As a consequence selling has become increasingly difficult...Read More »

Amplifying Word of Mouth to Drive More Referrals

Cynthia Stephens, VP of Marketing, ByAllAccounts

Like most financial advisors you probably get the majority of new clients through referrals. Many of you ask your clients for referrals, while others have told us in surveys they don’t ask because they don’t feel they have earned the right to ask for one...Read More »

A Social Media Sharing Guide for Financial Advisors

By Stephanie Sammons, CEO & Founder, Wired Advisor on Wednesday, February 13th, 2013

In my work with financial advisors and firms, I have learned that one of the biggest obstacles to engaging in social media is knowing what to share on social networks. You’ve built your social media profiles and they look fantastic. Now what? I’m going to help you get unstuck and give you some recommendations for what to do next...Read More »

How to Use Laptops/PCs to Give your Clients Peace of Mind

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, January 28th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

When it comes to using technology gadgets, such as computers, tablets and Smartphones, most advisors probably think of them as tools to enhance business productivity. As a marketer, I recommend that you also think of them as a means of communication. Third in a three-part series of actionable, tips on using technology...Read More »

How to Use Video to Delight Clients and Inform Potential Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, January 24th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

Second in a three-part series of actionable, tips on using technology. The start of a New Year is a great time to think about new ways of delighting your clients and potential clients. In this post I’ll give you a tip for effectively using online video in your practice. And, the best part? You don’t have to be a marketing wiz or tech guru to use it...Read More »

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