Expanding Your Digital Review

Website assessments are nothing new, yet today we need to be taking a comprehensive view that includes a look at your websites, apps, media and social media presence. So, when you do your next check up, instead of thinking “website assessment”, you should be thinking “digital assessment”. Given how rapidly things are changing in digital strategy and systems, you should be conducting a self-assessment at least each year. When we do this for clients, we call it a “DXI” –  Digital Experience Index. The benefits are clear.

Begin with the free diagnostic tool.

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LinkedIn recently updated their platform to better showcase company’s specialties.  These updates do not include any new features but rather improve company page appearance, navigation, and promotion.  Outlined below are three (3) simple steps to stay current.

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Social Media is about engaging your audience through conversation and conversion.  By offering great content, your followers are likely to download, share, or contact you to learn more.  However, to get the most out of your social media outlets it’s important that your message is directed at the appropriate audience.  Twitter offers you the ability to create and edit lists, but not an easy way of maintaining them.  Below, I discuss ways to segment and maintain your Twitter lists for better ROI.

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HNW Investors are Social

For financial advisors, social media represents a powerful addition to traditional marketing. Indeed high net worth investors are active on social media and expect their advisors to be also.  To wit,

  1. 87% use social media
  2. 52% of investors want to connect with advisors on LinkedIn
  3. 50% of high-net-worth investors want market, trend, and product information via social media

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Today, I received an email from a leading high performance sales training and systems company that offers leading solutions for buyer-focused sales and marketing. The company has been around for a while and is clearly a leader in their space, so they had credibility from the start. The email headline got my attention as it was related to new buyer-focused sales strategies and it included a call-to-action for  training in advanced marketing and sales.

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To be competitive today, financial advisors should be using social media to engage connections and capture qualified prospects.

Digital Foundation: This strategy is underpinned by your Digital Foundation, that is:

  • Client and 1st degree connections on social networks, the three most important (e.g., LinkedIn, Twitter, FaceBook)
  • Contact database
  • Contacts in a CRM system (e.g., SalesForce, RedTail)
  • LinkedIn Connections
  • Alerts and monitoring

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Best Wishes for the New Year!

Consider adding these resolutions to YOUR list and increase your impact in 2013.

  1. Deepen Your Relationships… Use social media and filtering tools to deepen 1:1 relationships, retain and grow contacts.
  2. Earn Your Reach In addition to paid media, differentiate with quality content to drive reach with earned media.
  3. Hug Your Sales Team… Don’t let inbound marketing make you forget your valued selling professionals and partner channels.
  4. Enhance Your Revenue Systems… Use best practices in media management, marketing automation, CRM, and social media
  5. Innovate and Stand Out Dust off that strategy and use design thinking to create innovative digital experiences.

 

Team Revenue Architects
revenuearchitects.com
877.REV.EARN

 

As you consider your digital strategy and in particular, financial advisor compliance strategies that take advantage of the Charles Schwab RIA Stands For You Campaign, there are a number of questions you may have related to regulatory compliance. The following responses were provided by, Mitch Avnet. Mitch is a Revenue Architects supporting partner and leading industry compliance expert who’s background includes experience with Lincoln Financial Group, Wachovia and PNC Financial.  Need assistance in your compliance program?  Contact us!

Below are some FAQs for compliance and Mitch Avnet’s replies:

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Part I: Establish an Effective Website Hub

This is the first of a five-part series –Financial Advisor: Digital is the New Marketing — providing core “new marketing” strategies for financial advisors including some special aspects for Schwab RIAs to leverage the RIA Stands for You campaign (RiAS4U).  Subsequent parts will cover, branding, engagement & targeting, social media and campaigns.  

Your website is the HUB of integrated marketing. It is:

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Don’t forget to support your local small businesses on Small Business Saturday, November 24, 2012.  The annual event, founded by American Express, encourages shopping at local, independent small businesses on the day after Black Friday.

According to the inaugural Small Business Saturday Insights Survey, released November 8th by the National Federation of Independent Businesses (NFIB) and American Express, 46 percent of independent merchants plan to incorporate Small Business Saturday as part of their holiday strategy, and the majority (67 percent) of them say they will offer discounts on November 24th.

In order to get customers to “shop small,” the majority (67 percent) plan to offer special discounts on Small Business Saturday. In addition, 46 percent will offer coupons for future discounts; 25 percent will offer free gift wrapping; 23 percent will give away prizes or host contests; and 20 percent will give away free gifts with a purchase.

What do you say we get out there and support our local small businesses this weekend?