Archive for the ‘Marketing’ Category

Following requests from numerous financial advisors in the US and Canada, we are pleased to announce that Advisor Websites™ will be hosting a free webinar about LinkedIn where we will share lots of tips and tricks on how advisors can truly leverage the power of the #1 networking site for professionals.
Learn how to master LinkedIn’s [...]

You’ve listed your organization on Facebook and created a business page (used to be called fan page)? If you haven’t, here are a few reasons why you should:

500,000,000 people are now members of Facebook. Never in history have so many people joined one website!
830,000 new people join every day. To put things in perspective, imagine [...]

Our Advisor Websites specialist will provide expert insights and recommendations on how to get the most from your advisor website. This is a great start for all new users wanting to learn how to maximize their site for the most return. This [...]

We are pleased to announce that starting today, all Advocis Members are able to get a website for their financial practice at the discounted rate of $1 per month for the first 3 months. This extended trial period offer allows advisors to test drive our platform, customize their website and realize the impact our services [...]

I received  a lot of feedback on my article Referrals for Financial Advisors posted on April 5th. Many people told me they were unsure how to ask for referrals from existing clients without looking too pushy.
I thought it might be of use to share a few example and best practices regarding prospect generation and referrals.
First [...]

Our Advisor Websites specialist will provide expert insights and recommendations on how to get the most from your advisor website. This is a great start for all new users wanting to learn how to maximize their site for the most return. This free webinar includes a [...]

FINRA has already released the guidelines for blogging and social media for Financial Advisors last February 2010. For those of you who are looking to start building your network online or beginning to be Sociable! here are the things that you need to know.
Here is a brief overview of FINRA‘s suggested guidelines:
Recordkeeping
Firms must be able [...]

You have probably heard in recent conferences or business gathering that you should abandon old marketing methods in favor to online marketing. In today’s article, I will go over the pros and cons of using direct mail or e-mail marketing and try to show why e-mail marketing provides such a high ROI and positive response [...]

Referral has to be one of the most successful way in getting new clients as a financial advisor.
When we talk about client referral in our seminars or sales presentations, there is one question that is asked almost every time:
“I get more referrals than my colleague, so why does he always convert more clients than me?”
The [...]


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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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To help you master the world of online marketing, social media, email marketing and all that can help you increase your website's return on investment, we offer free of charge web-based training courses.

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