Archive for June, 2010

Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media.
We’ve broken down each question in a separate chart to provide as [...]

The chart below highlights e-mail tactics rated as highly effective, by target market. This study, conducted by Marketing Sherpa, shows how various tactics were rated, including delivering content relevant to segment, email to house lists, email to rented lists and more.

The top 3 e-mail marketing tactics found to be the most effective by [...]

Today we are proud to be launching a new series of LinkedIn how-to videos provided by LinkedIn. This week, we are looking at how you can recommend people and get recommended by your connections.
See below for full video transcript:
Recommendations are a quick way for people to get a sense of your strengths as a professional [...]

Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:
Financial News & Market Commentary

Buffett’s PR disaster – a post by Felix Salmon on Reuters. From a PR point of view — and Warren Buffett cares deeply about his public image — yesterday was arguably the single [...]

Here is a quick selection of ten leading financial application for the iphone. Please feel free to share your experience with any of the apps in the comment section below or maybe share another app with all of us.
1. Mint.com Personal Finance – free
Unlike other apps, Mint does not require you to enter your transactions. [...]

The Social Media Coach has received confirmation that its application to join the Advisor Websites approved vendor program was successful. The Social Media Coach is now an official supplier of strategy development & management and  social media training to Advisor Websites clients and customers. The Social Media Coach also has the [...]

We are in the business of building websites for financial advisors and have a pretty well defined process when it comes to guiding our clients through the production process. Our client base is a mix of new website owner and advisors wanting to take their existing website to the next level.
We thought it would be [...]


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Welcome to the Advisor Websites blog. Our goal is to provide useful ideas and suggestions related to utilizing the internet in your practice. We will share with you a number of case studies, ideas, success stories and answer any questions that get sent our way.

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