Six Steps to Moving Your Advisory Firm to the Next Level

I recently had the opportunity to speak with two advisory firms and learn about the challenges they have encountered while trying to move their firms to the next level of success. The major challenge both firms seemed to be facing was getting started (and making progress) on projects they identified as being crucial to reaching this higher level, such as creating efficient processes and building scale into their business. Here is a six step process advisory firms can follow to move past initial obstacles and to the next level of success.....Read More »

How are Advisors Using the iPad for Business? (Survey Results)

By Cynthia Stephens, VP of Marketing on Wednesday, May 18th, 2011

I can't attend an event without noticing someone using an iPad. Case in point: an opening where a fellow photographer used her iPad to take pictures at the gallery. And, an executive round-table I attended the next day where I spotted marketers taking notes with their iPads. It's no secret that many financial advisors have also jumped on the iPad bandwagon. So, what's all the fuss about? To find out, we surveyed more than 250 financial advisors during the past few weeks to get their opinions about how and why advisors are using iPads...Read More »

How 500+ Financial Advisors are Using Technology

By Josh Meyer, CFP®, Advisor Tech Tools on Friday, May 13th, 2011

How do you compare to other advisors technology wise? On May 4th, Advisor Tech Tools released technology usage statistics for our 500 registered users in various categories such as: Portfolio Management Software, CRM Systems, Account Aggregation Software, Rebalancing Software, Client Portals, Document Management Systems, and others. Many of the market leaders held the top spots, including; PortfolioCenter, Junxure, ByAllAccounts, Tamarac, Charles Schwab, and MoneyGuidePro. While you can head to our site to see the complete usage statistics, we wanted to share a few of the more interesting pieces of data:..Read More »

Are you Giving your Clients What They Want? 4 Tips for Writing an Effective Client Satisfaction Survey

As you know, gauging customer satisfaction, measuring to what extent your firm has met customer expectations, and using feedback for improvements are all essential to growing your practice. One of the most effective ways to determine what you are doing right and where you can improve is by surveying your clients. Through surveys you can seek to answer a variety of questions – Are you providing them with the information they want? Are your clients satisfied with your customer service? What additional services can you provide to meet their needs? To get you started, here are some tips for writing an effective client satisfaction survey.....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 »

Advisor Advice: Expert & Executive Tips of the Week for Financial Advisors

By Gary DeAsi, Marketing Coordinator, ByAllAccounts on Wednesday, May 4th, 2011

Words to the wise from our elite team of experts and executives with knowledge and experience from all corners of the financial services industry...Read More »

On-Demand Webinar Preview: Understanding the Fiduciary Standard

Amy McIIwain, President, Financial Social Media

Guest Speaker: Blaine Aikin, CEO, fi360..Read More »

How Financial Advisors Can Use Video to Grow Business & Client Relationships Part II

By Amy McIIwain, President, Financial Social Media on Tuesday, April 26th, 2011

Amy McIIwain, President, Financial Social Media

As you know, the marketing team at ByAllAccounts uses videos to communicate with clients and prospects. We asked Joe Eldridge, Founder/VP of Marketing & Delivery at VisibleGains, an online marketing video service provider, to give some tips on how financial advisors can use video too...Read More »

Google Analytics 101: Man Your Battle Ship

By Amy McIIwain, President, Financial Social Media on Thursday, April 21st, 2011

Amy McIIwain, President, Financial Social Media

If you have a website, you probably understand the advantages of search engine optimization and are already using a SEO tool such as Google Analytics on a regular basis. If not, you aren't leveraging the power of your website to its full advantage. Your website is your firm's online flagship, and Google Analytics is its command center—a free and simple tool that arms you with the intelligence to position your brand, track your targets and deploy your most effective marketing weapons in concentrated places where they'll have the greatest impact. Here are some basic features, metrics and website traffic insights that Google Analytics equips you with, and the advantages of having this intelligence:..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 »