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    Financial Advisors Marketing Tools: Cold Calling

    Whenever people talk about cold calling, you will most likely hear negative comments. Some people consider it to be rude while others may feel being harassed. On the flip side, the great thing about adding cold calling to your marketing arsenal is that it can generate leads ...

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    Topics: Cold Calling, Marketing, tips

    Tools: Meetup - what is it and should you participate?

    What is Meetup? Meetup is the world's largest network of self-organized clubs and community groups. Meetup makes it easy for anyone to organize a local group or find one of the thousands already meeting up face-to-face. More than 2,000 groups get together in local communities ...

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    Topics: community, financial advisor, Meetup, Resources, tools, Social Media

    Evolution of Marketing for Financial Advisors

    This is the first part of a 5 week series on the evolution of marketing in the financial services industry. The series will cover the new and old marketing tools used by Financial Advisors, their advantages and disadvantages, the compliance rules about social media and will ...

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    Topics: Blogging, Facebook, financial advisors, LinkedIn, Twitter, Marketing, online, Social Media

    Free Template: Website Referral Letter

    I thought it would be of great value to share with you a template for a website referral letter I have seen used by financial advisors in the past, resulting in highly positive feedback. You may want to use this letter if you've never done any official communication since the ...

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    Topics: Checklist/Template, client letter template, email marketing for financial advisors, Financial advisor marketing, Freebies, How-To, marketing ideas for financial advisors, promote your financial website, Marketing, resources for financial advisors

    Brand new website for Dolphin Financial

    John Saikaley, President of Dolphin Financial, an independent financial firm located in Ottawa, ON, Canada, is the latest website launched by Advisor Websites. John chose the advisor websites platinum plan to allow for further customization and greater design flexibility. Feel ...

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    Topics: Customized website, Dolphin Financial, financial advisor website template, Gallery, Sample financial website, Showcase, Webinar - Welcome video from CEO Bart Wisniowski

    Introduction to video blog by CEO Bart Wisniowski. You can connect with him on twitter: @bartwisniowski or email

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    Topics: Bart Wisniowski, Facebook, LinkedIn, Twitter, Video