The Financial Advisor’s Guide to LinkedIn – Part 5: Prospecting: The 3 Most Effective Strategies

By Loic Jeanjean and Lisa Craviero, Advisor Websites on Monday, February 7th, 2011

Welcome to Part 5 of our complete LinkedIn guide for financial advisors. For those of you unfamiliar with the business-oriented social networking site, LinkedIn offers a number of features that will help increase your visibility within the financial industry and promote your services. Part 5: Prospecting: The 3 Most Effective Strategies As a financial advisor, you likely spend a fair amount of time trying to get referrals and prospecting for new clients. While LinkedIn is a social networking site, you can also strategically use it as a way to prospect and generate new clients. As the following statistics show, LinkedIn users are a very attractive group to target...Read More »

Meet us at the T3 show

By Barbara Kotlyar on Monday, February 7th, 2011

ByAllAccounts will be exhibiting at the next 2011 "T3" Technology Tools for Today Conference to be held at the Grand Hyatt Bonaventure in Weston, FL from Wednesday, February 16, 2011 8:00 AM until Saturday, February 19, 2011 5:00 PM (Eastern Time)...Read More »

Creating Surveys at ByAllAccounts

By Matthew Howarth, Marketing Intern on Thursday, February 3rd, 2011

Spending the last 6 months as a ByAllAccounts marketing intern has been exhilarating. From investigating the traffic on our new website, to managing our online customer relationships and establishing a company blogroll, I've seen how advertising and marketing go hand in hand with our company services to create successful campaigns for clients. One of the best projects I worked on was surveying our clients about current issues in the financial industry. Researching the topic of a survey extensively to better understand it and then organizing that information to create relevant and illuminating questions was sometimes a challenge, but I definitely enjoyed it. Once a survey was sent out to our clients, examining the data from our questions enabled me to discover some key findings. It was captivating and satisfying to see the results of a survey that I helped make from scratch! Here are some lessons I've learned that could help you do the same in your own marketing:..Read More »

The Financial Advisor's Guide to LinkedIn – Part 3: Building Your Professional Network

By Loic Jeanjean and Lisa Craviero, Advisor Websites on Thursday, January 27th, 2011

Welcome to Part 3 of our complete LinkedIn guide for financial advisors. For those of you unfamiliar with the business-oriented social networking site, LinkedIn offers a number of features that will help increase your visibility within the financial industry and promote your services...Read More »

The Financial Advisor’s Guide to LinkedIn – Part 4: Joining LinkedIn Groups To Increase Your Influence

By Loic Jeanjean and Lisa Craviero, Advisor Websites on Thursday, January 27th, 2011

Welcome to Part 4 of our complete LinkedIn guide for financial advisors. For those of you unfamiliar with the business-oriented social networking site, LinkedIn offers a number of features that will help increase your visibility within the financial industry and promote your services...Read More »

The Financial Advisor’s Guide to LinkedIn – Part 2: Creating and Optimizing Your Profile

By Loic Jeanjean and Lisa Craviero, Advisor Websites on Wednesday, January 12th, 2011

Welcome to Part 2 of our complete LinkedIn guide for financial advisors. For those of you unfamiliar with the business-oriented social networking site, LinkedIn offers a number of features that will help increase your visibility within the financial industry and promote your services...Read More »

Financial Advisor's Guide to LinkedIn: Getting Started

By Loic Jeanjean and Lisa Craviero, Advisor Websites on Wednesday, January 5th, 2011

Welcome to our complete LinkedIn guide for financial advisors. For those of you unfamiliar with the business-oriented social networking site, LinkedIn offers a number of features that will help increase your visibility within the financial industry and promote your services...Read More »

Tax Tips After the New Tax Bill

By Sheryl Rowling, CEO of Total Rebalance Expert on Wednesday, January 5th, 2011

Prior to the end of the year, I presented a webinar titled “5 Year-End Tax Saving Strategies for your Clients’ Portfolios.” How do the provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act impact my previous advice?..Read More »

Top 5 Most Popular ByAllAccounts Webinars of 2010

By Cynthia Stephens on Thursday, December 30th, 2010

It seems fitting to conclude the year by reflecting on the five most popular webinars over the past 12 months. In decreasing order, based on the number of registrations for the live webinar and the on-demand replays combined, those are:..Read More »

Preparing for Cost Basis Regulations

By Cynthia Stephens on Wednesday, December 22nd, 2010

Tips from Chris Flynn, VP Product Management, Advent Software New cost basis reporting requirements put an obvious burden on custodians, but they will also affect advisors who manage taxable accounts. Many RIAs will need to make process changes and put plans in place to handle discrepancies between cost basis data from the custodian and data from their portfolio accounting systems. If you are not reconciled, your client may realize a different tax scenario than he or she envisioned. To give our readers an action plan for facing these challenges and minimizing their effects, I spoke with Advent Software VP of Product Management Chris Flynn. Chris offered three tips:..Read More »