Archive | Social Media Marketing

RSS feed for this section
Social media launch 2014

4 Tips for Improving Your Social Media Presence in 2014

Are you lagging behind in your social media presence? Are you worried that it takes too much time or that you may not know which activities to focus on when participating in social networking?

You are not alone.

Social media is fragmented, somewhat complex, sophisticated, and constantly changing.

There is so much information out there about how to do social media that it’s hard to know who to trust.

The best advice I can give you is that random tactics don’t work with social media. Rather, you need a plan, a strategy, and a framework that you can work within to create your own formula for success. What works for you is going to be unique to you, ultimately!

Read full story Comments { 1 }
what works in social media (for financial advisors)

What Works in Social Media (for Financial Advisors)

What works in social media (for financial advisors) is simple in theory, but more difficult in practice.

The reason it’s more difficult in practice is that to achieve meaningful business outcomes, social media requires a steep (but mostly short-term) learning curve on your part and a long-term commitment from you. Said another way, it’s an ongoing investment of your time.

Consider this: would you have an intern do your live, in-person networking for you? Would you have an intern deliver your presentation to a room full of qualified potential clients? Would you have an intern engage in direct conversations with potential clients? The answer is most likely “no.” I don’t know many (if any) financial advisors who would agree to being represented or replaced by an intern in these kinds of live, in-person settings.

Read full story Comments { 5 }
Golf and social media

How Social Media Resembles the Game of Golf

Are you a golfer? Or what I should say is, do you attempt to play golf?

I’ve tried to hit that little white ball around for years. I remember in the early days of my first few rounds feeling completely clueless about everything from which club to use, how to hold the club, what a birdie meant, and never mind trying to not whiff the ball!

The same goes for any kind of sport or game out there. You have tools needed for play and rules to follow. On top of that, you have to practice to have any chance at all of competing.

What does golf have to do with social media?

Interestingly enough, I think there are some big similarities between the two.

Read full story Comments { 2 }
ROI in Social Media for Financial Advisors

Achieving a Return on Social Media

As financial advisors, most of us have been conditioned to think in terms of quantifiable returns. We manage to, measure, and report portfolio performance to clients.

Ultimately though what we really do as financial advisors is help guide our clients. We help them make smart decisions about their money when times are tough and we help them create the best probability for achieving long-term financial success based upon their goals, resources, time frame, and risk tolerance. At the end of the day, it’s less about the numeric return achieved and more about the progress being made toward the goal. The value is in the relationship.

This is very similar to investing in digital and social media for your business. Just as your clients have an opportunity to preserve and grow wealth through their relationship with you, you have the opportunity to preserve client loyalty and grow your business through RELATIONSHIPS.

Read full story Comments { 3 }

How to Help Your Clients Rise Above the Noise

In the digital age, it’s critical to help your clients and prospects rise above the noise and view you as the primary resource to follow. Here are 3 ways you can create a better experience for clients and prospects.

Read full story Comments { 0 }
Social Media for Financial Advisors

2 Reasons You Should Be Excited About Social Media

Social media is not just some fly by night fad. It’s the biggest shift in our society since the printing press. The individual is now the media programmer. We all have access to new media tools in order to publish and share our own thought leadership content, not just the major media outlets and not just the brands. However, there is much resistance and disbelief that surrounds social media.

Read full story Comments { 4 }
social media strategy

The Key to a Successful and Sustainable Social Media Strategy

Social media profiles are not the strategy, they are part of the foundation. Building a professional and consistent foundation across the social web is critical to shaping your online reputation. However, it’s only the beginning. The most important driver of social media strategy is something you may not have considered.

Read full story Comments { 2 }
Wired Advisor: Develop a strong social media marketing theme

The Power of Developing a Social Media Marketing Theme

Creating a marketing theme is part branding and part positioning. I’m a big believer in the power of developing a unique marketing theme because it can help you stand out in a crowded industry where there is a tremendous amount of competition. Create a marketing theme that is consistent with who you are, what you believe, and who you help.

Read full story Comments { 4 }