Now that you have created your networks, connected online with your current contacts, and learned best practices for advisors on Facebook, Twitter & LinkedIn as a financial firm, it is time to discuss the content that goes on these social platforms. You’ve all heard the saying, “Content is King,” and in today’s digital age, that saying could[...]
The online world is continually becoming more and more complex every day. With so many different tools available, it’s easy to get lost in the countless online resources. Since blogging is one of the best forms of content marketing, I thought that I would show you some tools that we use[...]
We had a chance to talk to Mark, Managing Partner, to ask him what he thought about his Advisor Websites experience and some of his websites integrations.
AW: What do you think of your website? Do you like the look and feel?
The navigation has greatly improved and is a lot better than[...]
Article created by RedTail Technology
In a piece from August 2013 (Are Financial Planners Experiencing A Crisis Of Differentiation?), Michael Kitces asks, in regards to stiffer competition within the industry, “what’s the solution in a world where financial planners and their services are increasingly similar to each other?” While the thrust[...]
Name: Shane Perich
Position: Operations Coordinator
What do you do for fun?
Video games, gym, Reading, and squash
Why do you like working at advisor websites?
The atmosphere is fun, the employees are awesome to work with, and the customers are always happy.
3 tips for the user and examples (i.e. web design tips, getting[...]
When you return to the basic tenets of direct marketing you will be surprised how far they can take you to achieve the results you want.
The next time you evaluate an acquisition or lead generation marketing effort, whether you consider investing money in an video camera and running targeted facebook[...]
See Part 1 for how to find your market online
Now that you know whereyour target market spends their time online, you are far more equipped to create content that will engage and attract. This will be your next step to create a quality online community. Below are 3 suggestions for communicating[...]
Wednesday, August 27th @ 10:00am PDT
Join us for an exclusive client-focused educational series.
In part 4 of this 6-part series, we’ll explain how advisors are using their website to generate leads. Join us for a candid discussion on online digital lead generation & real life examples of advisors actually generating leads from their website.[...]
Article orignally posted by Susan Glover & Associates
While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm didn’t have to invest in other software. As a consultant, it was not difficult for me to respond. As an employee, I may[...]
As someone who is in business, how well do you actually know your clients. Unfortunately, at least to my knowledge, there’s no single tool that will ultimately help you find this out. You must collectively take in all the information you have gained from several different areas to compile a custom[...]