Deciding when to give clients gifts
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
- By: Tessie Sanci
- November 6, 2013 November 16, 2019
- 06:00
Latest news in Sales & Marketing
Giving gifts can strengthen relationships with clients
A meaningful gift can leave a lasting impression and remind clients of you year-round
- By: Tessie Sanci
- November 5, 2013 November 16, 2019
- 06:10
Pitch your business like a movie
Attract clients by adding a little movie magic to your marketing
- By: Fiona Collie
- October 29, 2013 November 16, 2019
- 15:15
Five elements of a successful newsletter
Focus on benefits for clients, not on products
- By: Tessie Sanci
- October 16, 2013 November 16, 2019
- 10:40
Don’t abandon your printed newsletter
Paper allows you to communicate with your clients in a variety of ways
- By: Tessie Sanci
- October 15, 2013 November 16, 2019
- 09:35
Craft a compelling website bio
Choose between first person and third person — and keep it short
- By: Tessie Sanci
- September 27, 2013 November 16, 2019
- 11:00
Seven must-haves for your website bio
Prospects are looking for evidence that you are trustworthy and personable
- By: Tessie Sanci
- September 26, 2013 November 16, 2019
- 11:00
Let your clients sing your praises
Testimonials are an effective sales tool
- By: Dwarka Lakhan
- September 20, 2013 November 16, 2019
- 11:10
Tips for a professional advisor photo
Whether you go pro or use an in-house camera person, a good website photo helps make a good impression
- By: Tessie Sanci
- September 12, 2013 November 16, 2019
- 11:20
Use ‘dashboards’ to ramp up social media
Aggregating your social media sites and activities can boost client contact and save time
- By: Brent Jolly
- August 21, 2013 November 16, 2019
- 13:41
Using email like social media
For those uninterested in digital networks like Facebook and Twitter, email can be adapted to reach a wide audience with relatively little effort
- By: Brent Jolly
- August 20, 2013 November 16, 2019
- 11:10
The ‘Moneyball’ approach
Spreadsheets and analytics can help you build a winning book
- By: Brent Jolly
- June 28, 2013 November 16, 2019
- 10:30
Track your success online
Analytical tools tell you what works, and what doesn’t
- By: Brent Jolly
- June 27, 2013 November 16, 2019
- 08:40
Crunch your data
Measuring the success of your marketing communications
- By: Brent Jolly
- June 26, 2013 November 16, 2019
- 10:05
Three “finer points” of SEO
Beyond the basics, these tips will boost your web presence
- By: Brent Jolly
- June 13, 2013 November 16, 2019
- 12:11
Your top four SEO tools
These simple elements can dramatically improve your ranking in search results
- By: Brent Jolly
- June 12, 2013 November 16, 2019
- 11:50
Get the most from your video channel
Use it as a “calling card” and to appeal to various generations
- By: Brent Jolly
- May 31, 2013 November 16, 2019
- 11:11
Create your own channel
Catalogue your videos and make them more accessible
- By: Brent Jolly
- May 30, 2013 November 16, 2019
- 11:30
Become a video star
Your first challenge is to capture your audience’s attention
- By: Brent Jolly
- May 24, 2013 November 16, 2019
- 11:50
Four reasons why you should be using video
“Few advisors are taking advantage of the opportunity”
- By: Brent Jolly
- May 23, 2013 November 16, 2019
- 11:00
SEO: Hold the ‘stuffing’
Use keywords, yes. But don’t overdo it
- By: Brent Jolly
- May 22, 2013 November 16, 2019
- 11:05
Putting your SEO keywords to work
Make all your online materials searchable
- By: Brent Jolly
- May 21, 2013 November 16, 2019
- 11:30
SEO: Refining your keyword list
Find out what your ideal clients and prospects are searching for
- By: Brent Jolly
- May 15, 2013 November 16, 2019
- 10:35
A social-media event planner
Platforms can help you build on past successes
- By: Brent Jolly
- May 14, 2013 November 16, 2019
- 11:11
Promoting a client event through social media
Using platforms such as LinkedIn, Facebook and Twitter can increase attendance
- By: Brent Jolly
- May 13, 2013 November 16, 2019
- 11:10