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    Google Hangouts and Interview with Bill Winterberg

    Google+ Hangouts is a free video chat service from Google that enables both one-on-one chats and group chats with up to ten people at a time. While somewhat similar to Skype, FaceTime and Facebook Video Chat, Google Hangouts focuses more on "face-to-face-to-face" group ...

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    Topics: General, google, hangouts

    Don't Miss The Boat Referral Strategy

    One of the most successful strategies for giving clients a reason to immediately refer is an event we call, “Don’t Miss the Boat.” It’s similar to a client appreciation event, but the only people invited are those clients that have already referred others to your firm.

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    Topics: Advisor, Financial, strategy, Marketing

    Grow A Moustache. Help a Cause. We know you want to!

    This year is extremely excited to be joining the Movember movement again. As a result, you will see some moustaches around our office and like last year, we will make a nice montage to share with all of you! As a team, we are hoping to raise over $500 to ...

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    Topics: General, movember

    The Debate And Your Undecided Prospects

    When the Presidential candidates debate the issues, we find out a lot more than just where they stand on the issues. We are literally forming a judgment as to whether we like the candidate, trust him, believe him, and ultimately could vote for him. This is not too much different ...

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    Topics: how to create success, Marketing

    New Integration: Sharefile

    Sharefile is an easy, professional, and secure file sharing that allows you to create a custom-branded, password-protected space where you can exchange business files with clients easily and securely. Whether you need to send large files by email, conduct a secure file transfer, ...

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    Topics: General, integration, sharefile

    Social Media Minute : Preventing Social Media From Gotchas

    Ranging from a bad link or misspelled word to losing your temper and showing it on a social post – gotchas can cause embarrassment and more.

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    Topics: financial advisors use of social media, media, social, Social Media

    Help Your Prospects Make Decisions (Hint... It's Not Logical)

    What motivates your clients and prospects to act? The reasons people make decisions tend to be deeply personal. All clients and prospects are not created equal. It’s extremely helpful to understand the personality of the person with whom you are communicating – whether you’re ...

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    Topics: General, help, prospects, your

    12 Out-of-the-Box Ideas For Financial Seminar Marketing

    While you may not be an event planner by profession, there will probably come a time in your career where you’ll have to plan for an event. Whether it’s for a wine tasting, a holiday party, a financial seminar, or a book launch party, occasions will rise where you’ll have to ...

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    Topics: Marketing, seminar for financial advisor

    New Feature: The Block Management

    The block management is the latest addition to the growing list of features available to Advisor Websites' clients. Like the Webform, it is an easy to use feature, which once trained on, you won't have any troubles managing. Some of our clients use it to change the layout of ...

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    Topics: block, feature, new, management, Organization

    5 Things Most Financial Advisors DON'T Know About E-Marketing

    Have you ever received an e-mail that piqued your interest? Perhaps it spoke to a relevant business conundrum you were facing, or contained an offer that came just in the nick of time. Despite what you may assume, this is no coincidence. With segmented or “trip-wire” e-mail ...

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    Topics: General, online marketing tips for financial advisors

    Interview With Financial Advisor Social Media Extraordinaire, Jamie Cox

    James A. Cox, III

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    Topics: interview, jamiecox, Social Media

    4 Ways Advisors Can Attract Affluent Clients Online

    Last week, I attended the FPA Rise Symposium in Denver, Colorado. Like many conferences and speaking engagements I attend, there were bright-eyed advisors, engaging keynotes, and of course, an endless supply of hors d’oeuvres. While many speakers piqued my interest, there was ...

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    Topics: attract, clients, How-To, online

    How financial advisors can improve their personal workflow?

    Let’s face it. Time after time you hear speakers at conferences and on webinars talk about implementing workflow processes in your practice. It easy to talk about, but much harder to effectively implement in a busy financial advisory firm.

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    Topics: How-To, marketing ideas for financial advisors

    How are financial advisors using social media?

    We get asked constantly – how are business’ using social media? Our answer – lets take a close look at real world data analysis rather than through a survey. Arkovi released an initial infographic in February 2011 as a debut of our social media research offerings. Now we revisit ...

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    Topics: Social Media, Social media for financial advisors

    Social Media Minute: Strategy drives policy, policy drives your brand

    This week we are reporting live from the TD Ameritrade Institutional Elite Advisor Forum in Laguna Beach, CA.  One of the key focuses during this event is how to achieve excellence in your business and, as a brand, how you can foster deep relationships with your customers.  In ...

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    Topics: Business Growth, social media strategy for advisors

    Putting on a Good Face(book)

    Five ways to make your business shine on social media

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    Topics: facebook on financial websites, Social Media, Social media for financial advisors