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Archive for March, 2010

New custom designed website for Private Ocean

30 Mar 2010

We are thrilled to showcase our latest financial advisor website design: Private Ocean. Within seconds, you can clearly feel that the accent was made on design and user experience.

When Private Ocean was formed in 2009 — the union of Friedman & Associates and Salient Wealth Management — it was to pursue a distinct [...]

Financial Advisors Marketing Tools: Cold Calling

In: Marketing

29 Mar 2010

Whenever people talk about cold calling, you will most likely hear negative comments. Some people consider it to be rude while others may feel being harassed. On the flip side, the great thing about adding cold calling to your marketing arsenal is that it can generate leads almost immediately!
The most common question financial advisors ask [...]

March 26 2010, Friday links and blogs roundup

In: General

26 Mar 2010

I’ve received huge positive feedback and responses regarding last week’s links and blog roundup, which was the first of its kind on our blog. Since a lot of you enjoyed it, I’ve decided to make it a weekly blog event. From now now, I will post a short list of valuable articles gathered around the [...]

March 19 2010, Friday links and blogs roundup

In: General

19 Mar 2010

Starting today, I am pleased to start a new type of weekly post: the Friday links and blogs roundup. every Friday, I will be sharing with you the most valuable links and blogs I have come across over the week.
This week list showcases 9 excellent blogs about social media, iphone apps, online media and financial [...]

Evolution of Marketing for Financial Advisors

In: Marketing|Social Media

18 Mar 2010

This is the first part of a 5 week series on the evolution of marketing in the financial services industry. The series will cover the new and old marketing tools used by Financial Advisors, their advantages and disadvantages, the compliance rules about social media and will showcase 12 advisors that have been successfully incorporating social [...]

Search Engine Marketing – part3: Web banners

In: Marketing|SEM

17 Mar 2010

This week is the last one of our 3 weeks series on Search Engine Marketing (SEM). Today’s article is about Web Banners (also known as banner ad) and will hopefully provide you with valuable information on how to get set up with banner ads, what you results you could expect and why it might work [...]