AdvisorWebsites.com Blog

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It’s finally here, the replay of today’s webinar: Driving Business to Your Financial Practice Through Social Media. Note: If you don’t have an account with BrightTALK, you will have to register for one before you can play the video below. Are you ready to go social? Social Media, Archiving & Website Bundle, exclusively for the BrightTALK attendees [...]

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Dear readers, We would like to invite you to an exclusive webinar that AdvisorWebsites.com will be co-hosting with Amy McIlwain from Financial Social Media (Compliant Social Media Marketing Solutions) and Blane Warrene from Arkovi (Social Media Archiving Solution): Driving Business to Your Financial Practice Through Social Media The 3 of us will combine our expertise to discuss how [...]

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Bart attended a keynote presentation by Kevin O'Leary and Kevin was kind enough to pose for a photo with him...

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Advisor Websites has an internship opportunity for a current student working on a Marketing or Communication degree, or a recent graduate intending to pursue a career in communications, marketing or public relations. The successful candidate will be working directly with our Director of Marketing. This role is perfect for an ambitious and creative team player [...]

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Web Usability Usability is a crucial factor in any interface design, particularly website design. For any business that uses its website as a means for attracting customers or making sales, making sure that the site is easily understandable, fulfilling the functional purposes and providing for an enjoyable online experience must be a high priority. Intuitive interfaces can [...]

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This toy looks like it could cause brain damage.

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“Referrals aren’t given easily. If you don’t take the time to establish credibility, you’re not going to get the referral. People have to get to know you. They have to feel comfortable with who you are and what you do.”- Ivan Misner Your centres of influence (COIs) can be your more profitable sources of referral business, [...]

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While based on his media presence it’s quite clear that this financial advisor clearly has a high profile to begin with, it is also clear that the video style also contributes to its immense popularity. While 38,000 views may appear to pale in comparison to the millions that music video generates, it is nevertheless extremely impressive [...]

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The world-wide web is much more than a static information source. In effect, it seems to have become a sort of e-civilization; work, leisure, and education – no activity, in its current incarnation, would be the same without it. As a result of us living so much of our lives online, however, significant amounts of [...]

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The Advisor Websites’ team is hosting a free web seminar on Thursday January 26th at 10am PST (1pm EST). This webinar will be solely on the benefits of LinkedIn as a tool to grow your online presence. This 45 min session will cover the following items: - Why you need a 100% complete profile - How to SEO [...]

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Whether you’re a fledgling new advisor, or an established, more seasoned advisor, you understand that your professional performance is the primary driver of your practice’s success. But what are advisory best practices? Are you doing everything you can to build your business? Rosemary Smyth, an associate certified coach (ACC) and member of the International Coach Federation [...]

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Marketing your financial planning business is about more than just networking or advertising in the local newspaper or phone book. The Internet has opened up so many more possibilities for marketing your business and connecting with new customers. Establishing a web presence is a critical part of any successful marketing and branding strategy. If your [...]

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Fiona Collie from Investment Executive called me about a week ago with some questions about blogging for financial professionals. she wanted to know if I had any tips or resources to share with their readers. This 20 minutes interview turned out to be a great discussion about blogs and the financial services industry, and Fiona decided [...]

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In November, Google quietly introduced new indexing paramters, with the notable new update being that comments on blogs and facebook will now be searchable by google. What does this mean for you? Increased exposure, decreased privacy – Be prepared for more people to gain access to what you’re posting New search engine optimization strategies – Increased commenting [...]

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  Styled after typical korean popstar groups, Heart2Heart is one of Lance Bass’s latest pet projects (Lance Bass was formerly a member of pop band ‘N’ Sync). The internet is abuzz over whether this group is legitimate – are they a parody, or merely a terrible, terrible business decision? Regardless, this video is so bad that [...]

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Although blogging has been around for quite some time, few financial advisors have leveraged this powerful tool. It’s a shame. I consider blogging to be an amazing tool to empower people to find, connect, and build relationships with financial professionals. A blog is the foundation to a successful social media strategy. It allows the advisor to push [...]

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The SEC has recently published a document observing the use of social media by financial advisors, and provides some cautionary measures it deems prudent. Investment advisers that use or permit the use of social media by their representatives, solicitors and/or third parties should consider periodically evaluating the effectiveness of their compliance program as it relates to social media.  Factors that might be considered include usage [...]

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Easily Convert Your Existing Website Tools such as Mobify, Wiremode, Onbile, and Moppin Mobilier utilize copy and paste code blocks to easily install onto your website. When users are browsing your website, these tools detect whether a mobile browser is in use, and will then redirect the user to the mobile version, optimizing their browsing experience. These [...]

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Advisor Websites’ very own Bart Wisniowski has been nominated for Advocis’ 2012 board of directors. Advocis (the financial advisors association of Canada) has 41 chapters with over 11,000 members across Canada. Today, Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. We are [...]

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