Developing your social media strategy
Set goals and identify your audience
- By: Brent Jolly
- October 24, 2012 November 16, 2019
- 11:20
Latest news in Sales & Marketing
Key tips for promoting your website
You should include your website address in all marketing material as well as leverage social media to drive traffic
- By: Fiona Collie
- October 4, 2012 November 16, 2019
- 10:30
Create a lead-generation plan that works
Think carefully about your goals and what it will take to reach them
- By: Fiona Collie
- September 20, 2012 November 16, 2019
- 11:00
Casual Friday: Five client turn-offs
These common blunders are easy to avoid
- By: Fiona Collie
- August 31, 2012 November 16, 2019
- 10:30
Casual Friday: Five ways to spoil your image
Details are key to a professional look
- By: Fiona Collie
- August 24, 2012 November 16, 2019
- 10:20
Focus your marketing plan
Focus on activities you enjoy and get the team involved
- By: Fiona Collie
- August 21, 2012 November 16, 2019
- 12:20
A more personal web strategy
A blog lets you reach clients using a more casual tone
- By: Fiona Collie
- August 14, 2012 November 16, 2019
- 10:30
SEO: Finding the right expert
Finding an SEO strategist requires asking some tough questions
- By: Fiona Collie
- August 2, 2012 November 16, 2019
- 13:00
SEO: How spot a bogus provider
Be wary of guarantees and email pitches
- By: Fiona Collie
- August 1, 2012 November 16, 2019
- 12:30
Get noticed online
Create an integrated SEO strategy and track the results
- By: Fiona Collie
- July 26, 2012 November 16, 2019
- 10:30
Stand out in a web search
An SEO strategy helps ensure the right people can find you
- By: Fiona Collie
- July 25, 2012 November 16, 2019
- 11:00
Getting prospects’ attention with your videos
Short videos can give prospective clients more information about who you are as well as testimonials from existing clients
- By: Fiona Collie
- July 10, 2012 November 16, 2019
- 11:00
Gain new clients through videos
Coming across as a professional can help you set a positive tone with prospective clients
- By: Fiona Collie
- July 9, 2012 November 16, 2019
- 11:00
“Curation” as a social media strategy
Select compelling content and share it with clients and prospects
- By: Fiona Collie
- June 28, 2012 November 16, 2019
- 10:05
How to manage client testimonials
Don’t be afraid to use them whenever possible your marketing strategy
- By: Fiona Collie
- June 26, 2012 November 16, 2019
- 09:30
Let your clients tell your story
Testimonials from clients help build trust and credibility
- By: Fiona Collie
- June 25, 2012 November 16, 2019
- 12:30
Your company name will be your brand
Choose a short name that reflects the services you offer
- By: Fiona Collie
- June 19, 2012 November 16, 2019
- 09:30
Naming your company
Start with a brainstorming session and look for a theme
- By: Fiona Collie
- June 18, 2012 November 16, 2019
- 10:30
Use your website to capture leads
Offer a tangible benefit in return for visitors’ contact information
- By: Dwarka Lakhan
- June 14, 2012 November 16, 2019
- 10:45
Getting started on LinkedIn
Your social-media presence should be part of your business-development strategy
- By: Fiona Collie
- June 6, 2012 November 16, 2019
- 12:15
Mastering the networking conversation
Don’t try to sell; establish rapport
- By: Fiona Collie
- June 4, 2012 November 16, 2019
- 11:20
Using social media: Richardson GMP’s experience
Leo Purcell, chief compliance officer, Richardson GMP Ltd. describes the steps his firm took to roll out social media services to its advisor team. He…
- By: Fiona Collie, Leo Purcell
- May 28, 2012 November 16, 2019
- 08:31
Manage your prospect pipeline
Create a client prospecting process and take the time to build trust
- By: Fiona Collie
- May 24, 2012 November 16, 2019
- 12:15
The acid test: does it work with clients?
Advisors talk about their hands-on experience using social media to deepen client relationships
- By: Fiona Collie
- May 24, 2012 November 16, 2019
- 09:00
Investment firms prime the social media pump
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory…
- By: Fiona Collie
- May 23, 2012 November 16, 2019
- 09:30