How to Land Celebrity Clients

By Amy McIIwain, President, Financial Social Media on Wednesday, June 13th, 2012

Amy McIIwain, President, Financial Social Media

Truly marquee-worthy clients like Lady Gaga add more than AUM. If you can figure out what makes them tick, the experts say you can parlay one household name into a high-powered referral machine. It really boils down to the way fame works, the star trackers say...Read More »

Questions to Ask Yourself About Your Target Audience

Earlier this week I presented on "Marketing to Build your Pipeline" at the NAAIM conference in Atlanta, where I shared how important it is to really know your target client. Here are some questions that you should be able to answer about your client in order to create content they will really respond to...Read More »

Unsettled Markets Demand Full-Spectrum Risk Management

This summer is already starting to feel a lot like last year. If you’re not already watching every aspect of your clients’ finances, the time to start is now...Read More »

Clients are Comparison Shopping

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New Survey Reveals Principals and Staff Disagree on Top Priorities

By Cynthia Stephens, VP of Marketing on Thursday, May 31st, 2012

How would you rate the effectiveness of the internal communications in your multi-family office or advisory firm? If you wouldn’t give it at least a “B” grade, it may be time to steer to a new course...Read More »

Five Tips on Giving Back to Community and Growing Your Business

Ways to give back to community include volunteering, being on a board or supporting your local sports team. As advisors, it is common to be asked to be treasurer or on a finance committee, as your expertise lies with numbers. Community activities will benefit your business by developing solid, trusting relationships. Five tips on giving back to community and growing your business are:..Read More »

Morgan Stanley Advisors 50+ Win with Social Media

A top Morgan Stanley Smith Barney compliance officer said recently the company has been surprised to discover that its financial advisors in their 50s and 60s were achieving more success in the use of social media than younger advisors...Read More »

5 Ways to Get More Referrals from CPAs and Estate Attorneys

Amy McIIwain, President, Financial Social Media

Accountants and estate attorneys can be excellent referral sources for your firm, but that means every advisor in your area looking for an opportunity here, too. Take a pinpoint approach. In general, the better you understand the people you want to work with, the more success you’re likely to have...Read More »

Developing New Strategies for More Sophisticated Customers – How Advisors Can Leverage the Cloud

In the wake of the recent financial crisis, wealth management clients are more focused than ever on the value financial advisors deliver. While portfolio performance has always been an important element in the calculation of value, customer service remains the most critical factor in retaining customer assets. And a fundamental component of customer service is developing highly customized investment strategies that better fit the needs increasingly skeptical, and often increasingly sophisticated clients...Read More »

3 Fundamental Strategies to Minimize the Risk of Losing a Client

By Amy McIIwain, President, Financial Social Media on Thursday, May 17th, 2012

Amy McIIwain, President, Financial Social Media

For financial advisors—as in most businesses—it’s easier to generate additional business with existing clients than to go out prospecting and cultivating new relationships. That holds true if your client is already satisfied with how you’re serving them and, as a result, agrees to entrust you with even more business. But the reverse also holds true: if your clients are not happy, you may lose them. This begs the question..Read More »