John Stone will be speaking in Ft. Lauderdale with Charles Schwab Advisor Services. John will be presenting on web presence, social media and digital strategy. Advisors are increasingly interested in engaging the web more effectively to drive business growth. John Stone continues to work with Schwab Advisor Services to introduce these strategies and concepts. If you are an advisor interested in attending this event, contact your Schwab representative.

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Roy Satterthwaite Joins Revenue Architects

Roy Satterthwaite has joined Revenue Architects to lead our west coast team. Roy comes to Revenue Architects with extensive experience in sales, marketing and technology. Roy has held a range of senior business management positions and brings particular expertise in the mobile marketing arena.

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Revenizer recently received funding for a new round of development. Combine that with exciting partnerships with Mashable and MailChimp and the activity is heating up. Expect easy to use score cards that deliver tangible value for small business.

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John Stone is speaking with Charles Schwab helping to educate financial advisors on new marketing strategies, social media and new website strategies, These are  invitation only event for clients of Schwab Advisor Services. Let us know if we can tailor a program for your team.

Program Overview

In today’s increasingly digital economy, advisors and other business professionals are using social media tools to deepen relationships with their clients. But as regulations and technologies evolve, so do the risks and uncertainties. What should you consider to launch an effective social media marketing strategy?  In this session, we explore social media marketing for investment advisors. Learn how a branded web presence – with digital content tailored to your audience – is important in today’s relationship-building process.

• Explore a day-in-the-life of an advisor using social media and the web.
• Deepen your understanding of online tools such as blogs and podcasts as well as popular social networking sites LinkedIn, Twitter, YouTube and Facebook.
• Hear about marketing strategies that are succeeding in the social media context.
• Discover technological solutions that can help you manage and archive your social media marketing content.
• Review industry regulations that guide the use of social networking sites and provide best practices to help manage compliance.
• Know the risks associated with social media use, and learn best practices for establishing a social media policy in your office.

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