I’ve written blogging guides just like this one, and I have to admit, the folks at Divvy did a nice job with this infographic. I really enjoy how they’ve designed the infographic as an actual checklist, something you might print out and use–nice call to action. Divvy HQ, by the way, is a spreadsheet-free editorial [...]
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The Interplay Between Audience and Channel You’ve got to get outside of yourself, your business, and your industry, and into the minds of your audience in order to be as effective as possible on social media. Understanding the types of content that your audience relates to is going to take some trial and error, but [...]
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Traditional Marketing Is Dead You’d think that the most effective way to spread your message would be with advertising. You’ve got control, can budget and these days can even get an ROI calculation. But it’s not. I’ve said it before and I’ll say it again. Most people hate most marketing. These days, leading marketers are mostly [...]
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I got an email from Blueleaf CEO John the other day. Subject: I think we can do better on this topic than Forbes did. Body: http://www.forbes.com/sites/riabiz/2011/02/17/10-advisors-explain-how-they-build-sales-without-getting-salesy/. The URL brings you to an article on the Forbes website titled, 10 Advisors Explain How They Build Sales Without Getting Salesy. The body of the post is a “list of [...]
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Think about these two quotes: The first from science fiction novelist and cyberculture futurist, William Gibson*, and the second from the opening paragraph of Michael Kitces excellent blog post, 3 Ways The Digital Age Will Change Financial Planning In The Next 10 Years: ————————————————————————————————————————————————————————————- Over the past two decades, the world has begun its transition [...]
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Editor’s Note: Nathan is an Associate Planner at KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dream of a cross-border lifestyle. Nathan has been an active participant in the financial advisor social media community for several years and loves meeting other like-minded advisors virtually. Circle him on Google+ and, [...]
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Search for Unfair Advantage During one of our weekly calls, Blueleaf bossman John told us he wanted more followers on @blueleafadvisor, the primary Blueleaf Twitter account which we use to speak directly to financial advisors. Social Media manager Yvonne and I were all like, “John! There just aren’t that many financial advisors on Twitter! We’re [...]
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#FinSci??? #FinSci is a new idea I have for a series of posts on this blog, kind of like #advisorhacks, but hopefully with greater frequency. The idea is to take cues from the fascinating field of science and apply them to financial services. I suspect that much of the #finsci posts will pertain to psychology, [...]
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