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    Map your advisory practice on Google Places

    Google Places replaces Local Business Center

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    Topics: business, directory, google, internet marketing, SEM, listings, local, small, yellow pages

    Interview with Simon Reilly - part 1

    We met with Simon Reilly from Leading Advisor during the Advocis Conference: Professional Development Day in Vancouver. He was kind enough to answer a few questions we had about internet marketing and his practice.

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    Topics: Advisor, advisor websites, Advocis, financial advisor, interview, Investment Advisor, Video, Leading Advisor, Simon Reilly

    Recording of Gold Key webinar - April 21 2010

    In yesterday's web cast, I shared tips and ideas collected from many financial advisors in Canada and the USA. The goal was to help Great-West Life Gold Key advisors and financial planners maximize their financial website, get the most out of online marketing tools available to ...

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    Topics: financial advisor, Gold Key, Great-West Life, Video, Webinar, Online Marketing

    How to ask for referrals as a financial advisor

    I received  a lot of feedback on my article Referrals for Financial Advisors posted on April 5th. Many people told me they were unsure how to ask for referrals from existing clients without looking too pushy.

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    Topics: business development, financial advisor, How-To, lead generation, Referral, word of mouth, Marketing

    Maximize Your Advisor Website: Free Webinar April 26th 2010

    Our Advisor Websites specialist will provide expert insights and recommendations on how to get the most from your advisor website. This is a great start for all new users wanting to learn how to maximize their site for the most return. This free webinar includes a tour of ...

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    Topics: financial advisor, financial services, Google Analytics, newsletter, SEM, SEO, sitemap, web design, Marketing, Social Media, website

    Great looking site for Canaccord's Investment Advisor: Eric Richards

    This week's showcase is a website we built for Eric Richards, an Investment Advisor with Canaccord Wealth Management. With over 27 years experience providing financial advise to Canadians, Eric has gained the knowledge and expertise needed to provide a high caliber of service ...

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    Topics: Canaccord, Customized website, Eric Richards, financial advisor website template, financial planner website, Gallery, Investment Advisor, Showcase, Testimonial

    Compliance Guidelines for Financial Advisors - Blog and Social Media

    FINRA has already released the guidelines for blogging and social media for Financial Advisors last February 2010. For those of you who are looking to start building your network online or beginning to be Sociable! here are the things that you need to know.

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    Topics: Blogging, financial advisor, FINRA, forum, microblogging, Marketing, Social Media

    Brand new financial website for Peter Jong

    Peter Jong is a Certified Financial Planner and Managing Partner for Desjardins Financial Security in Victoria, BC, Canada. Peter and his team work together to consolidate his clients’ family assets into one balanced program and to improve asset accumulation with fewer risks ...

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    Topics: CFP, Customized website, Desjardins, financial advisor, financial advisor website template, Gallery, Showcase

    Survey: Marketing Usage in the Financial Industry

    I thought that it would be valuable to create a simple survey that would allow financial service professionals to share their experience on the various marketing techniques they use to promote their business, increase customer retention or generate new prospects.

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    Topics: Financial Industry, Online Marketing, Social Media, Survey

    Financial Advisors Marketing Tools: Referrals

    Referral has to be one of the most successful way in getting new clients as a financial advisor.

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    Topics: conversion, financial advisor, Referral, Marketing

    Slideshare - what is it and should you use it?

    What is Slideshare? SlideShare is a business media site for sharing presentations, documents and pdfs. SlideShare features a vibrant professional community that regularly comments, favorites and downloads content. Content also spreads virally through blogs and social networks ...

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    Topics: Slideshare, social network, Tool, Presentation, Social Media