Wired Advisor eMarketing

Financial advisors care about return on investment for their client portfolios. It’s a very important component for measuring success and if you’re able to achieve consistent returns for your clients over time that accomplish their financial goals, you’ve done well. Return on investment for marketing is quite a different story. It’s more difficult to measure [...]

The evidence is beginning to show up. HNW investors are indeed using new media communications tools and technologies, giving us a compelling reason to be there. We are going to have to meet the expectations of our clients if we want to truly provide an exceptional customer experience for them. If you have doubts about [...]

If you haven’t read about the new changes to LinkedIn Groups, you can read the official post and watch the video on the LinkedIn Blog.  The new features are going to make participation in groups much more worth your while as they will increase your opportunity to gain visibility and build new connections in your target [...]

Social media, without the existence of a well-crafted online marketing strategy, marketing system, and marketing portfolio is a recipe for disaster. The path to online marketing success is dependent upon a well-designed personal brand strategy that can showcase you as a financial advisor thought leader…

What are you telling clients and prospects to think or do during these turbulent times? Why can’t you share your insights just like Brett does, and reach not only your clients, but your ideal clients in your niche markets?

A professionally designed and developed financial advisor blog is an investment in the financial advisor’s authentic voice that will pay dividends over time and serve as the central hub of an advisor’s online personal brand.

FINRA release its first official guidance on blogs and social networking sites in a 10 page report on January 25th, 2010.  Let’s start with the good news.  FINRA is very much understanding the online communication movement as evidenced in the statistics about Americans increasingly participating in social networks for both business and personal communications.  In [...]