By Lavonne Kuykendall
Source: Investment News
Conventional wisdom holds that most women fire their financial adviser within three years of becoming a widow. Amy Florian, chief executive of bereavement counselor Corgenius Inc., knows why.
Sales & Marketing Digests
Why Widows Ditch Their Advisers
May 15, 2012 By Leave a Comment
How Can Advisors Become a Marketing Triple Threat?
May 15, 2012 By Leave a Comment
By Todd Burkhalter
Source: On Wall Street
In baseball, a player that can run, catch and hit for power is considered a “triple threat” or “the total package.” For years, I have watched advisors waffle their way into utilizing Social Media within their practice.
Day Of Reckoning
May 8, 2012 By Leave a Comment
By Michael J. Mcdermott
Source: Financial Advisor magazine
Almost invariably, change in any business brings with it a new set of challenges, and that’s certainly true of the new fee disclosure regulations scheduled to take effect in July. The flip side of change, however, is that it also creates golden opportunities—for those astute enough to spot them and agile enough to act on them.
Strengthening Your Brand With CPAs
May 8, 2012 By Leave a Comment
By Matt Oechsli
Source: Registered Rep
With tax season finally behind them, most CPAs are taking a deep sigh of relief and giving themselves some time to relax. What elite advisors are doing is using this period of CPA decompression as a time to organize social outings with the select group they work with.
In The Future, The Best Firms Won’t Find New Clients; The New Clients Will Find Them
May 1, 2012 By Leave a Comment
By Michael Kitces
Source: Nerd’s Eye View blog
Recent marketing research on advisory firms has shown a new category of marketing that has quietly emerged as the marketing method with the greatest growth on an absolute and relative basis: online search, where the firm attracts clients through Google, Bing, other search engines, and social media sharing.
3 Must-Know YouTube Strategies For Financial Professionals
May 1, 2012 By Leave a Comment
By Amy McIlwain
Source: Financial Social Media
If you want to stay on the cutting edge of online marketing, it is essential to build a branded YouTube account and use it as much as possible. With the rapid growth of videos, it would not be surprising if they completely replaced written content within the next few years. Here are three key points to get the ball rolling.
Is Modern Portfolio Theory Bunk?
April 24, 2012 By Leave a Comment
By Jeff Benjamin
Source: Investment News
A basic tenet of modern portfolio theory is that investors who are willing to take on greater risk can expect a greater reward. But a new study released last week turns that belief on its head, claiming that less risky stocks, as measured by volatility, actually outperform more risky, or more volatile, stocks.
The Financial Advisor’s 3-Step Guide To Building An Editorial Calendar
April 24, 2012 By Leave a Comment
By Amy McIlwain
Source: Financial Social Media
So you’ve finally set up your blog, Twitter, Facebook, and LinkedIn. Now what? Editorial calendars are one of the easiest ways to plan and produce consistent social media and blog content. Here are three steps to get you started.
5 Tips To ‘Spring-Clean’ A Portfolio
April 17, 2012 By Leave a Comment
by Joyce Hanson
Source: AdvisorOne
Every year at springtime, daffodils bloom, robins hunt for worms and people file their taxes. It’s this last item that’s a reminder to investors that now is also the time to clean their portfolios. For advisors, spring cleaning means freshening up a client’s portfolio by reviewing goals, taking profits and reallocating assets, says Mark Martiak, a senior wealth strategist and vice president at Premier Financial Advisors/First Allied Securities.
10 Indispensable Questions For Advisors To Ask — And 10 To Answer — At Networking Events
April 17, 2012 By Leave a Comment
by Maria Marsala
Source: RIABiz
Networking events provide prime opportunities to engage strangers; however, your interaction time is usually very limited. Therefore, it’s best to consider what you want to communicate about yourself and your business, and also what you’d like to know about others — before an event. You’ll feel more confident in networking situations if you’ve already worked out a few “scripts” ahead of time.
