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    New integration with RedTail CRM

    We are pleased to announce a brand new integration with Redtail CRM. The integration consists of a lead capture form (built as a new page on your website), that once completed by your visitor, will automatically create a new lead within your RedTail CRM account.

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    Topics: crm integration, Lead generation for advisors, redtail crm, Marketing

    Creating A Surprising Experience

    The litmus test of whether or not you are creating an experience that people find exceedingly valuable can be quantified by the number of referrals you receive. Acquiring referrals has little to do with how often you ask, but rather reliant on how you make them feel.  Even more ...

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    Topics: clients, General, How-To, Marketing, surprise, your

    Expose Your Uniqueness to Your Target Market

    Not finding a way to actively share with others what you do negates your best chance of ever being able to serve them. Here’s one way firms are sharing their best attributes with the world:

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    Topics: difference, make, Marketing, the

    Good Execution Trumps Good Strategy

    One of my favorite quotes by Seth Godin is: “Waiting for perfect is never as smart as making progress.” My least favorite quote from more than one financial advisor is: “It worked so well we stopped doing it.”

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    Topics: advisors, Financial, for, ideas, strategy, Marketing, Sales Ideas

    Six Steps to Monitoring (and Repairing) Your Online Reputation

    The Internet has become a powerful tool. You can find anything you want online—anything! This is great when you want information, or perfect for advertising, but unfortunately, the bad news and reviews can seep through with the good. It’s vital to keep an eye on your online ...

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    Topics: advisors, Financial, for, How-To, monitoring, tools, Marketing

    Social Media Minute Podcast by RegEd: Reputation Management Online

    Reputation management is a critical factor in our always-on, interconnected world of web and social content. There are several ways you can monitor your brand and individual identity online – including using our own social media platform.

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    Topics: financial advisor brand management, Organization, Sales Ideas

    Ensuring Excellent Client Experience

    What do clients care about?  A lot of advisors believe it’s portfolio performance; some believe it’s competitive pricing.  It is true that clients tend to avoid or drop advisors with poor performance as well as those charging substantially above market rates.  But, performance ...

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    Topics: clients satisfaction for finanical advisers, Sales Ideas

    The Geico Marketing Method

    When you think of GEICO, what do you think of? Perhaps their slogan, “15 minutes could save you 15% or more.” Or maybe the green gecko with the accent comes to mind. GEICO has been able to establish incredible brand awareness through what I call the GEICO Marketing Method. The ...

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    Topics: marketing ideas for financial advisors, Marketing

    Doing What You Said You Would Won't Get Any Referrals

    Are you doing what you said you would do for your clients? If yes, this may be the real reason clients don’t refer you as much as they should. Simply put, it’s quite possible that you’re not getting the referrals you deserve because you are doing exactly what you said you would ...

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    Topics: customer relationship management, How-To

    Advisors Face Hiring Dilemmas: Outsourcing or Not?

    For advisors focused on growing their businesses, the hiring decision is where the rubber often meets the road. Busy advisors need to hire, especially the nine out of 10 independent RIAs whose client base has remained steady or increased, as this TD Ameritrade Institutional ...

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    Topics: advisors, Financial, for, hiring, How-To

    Reduce, Reuse, Recycle. 25 Ways for Top Financial Advisors to Re-Purpose Content

    When it comes to social media marketing for financial advisors, time is of the essence.  Why?Because producing stellar content is an investment of precious minutes, creativity, and resources. So why make that hefty investment every time you need new content? All types of content ...

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    Topics: content, how, reuse, to, Social Media

    Co-Webinar: How To Succeed Online As A Financial Advisor

    LISTEN TO US LIVE Monday, December 10 1pm ET / 10am PT          Register now We were hoping that you would do us the pleasure of joining us for our next webinar: How to Succeed Online - learn why most advisors are failing to succeed online today and what you can do about it! ...

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    Topics: How-To, how to create success

    Hitting a Social Media Grand Slam- Google+ Hangouts on Air

    For business owners and professionals, Google+ Hangouts are an easy (and free) way to increase customer engagement and build brand presence online.  Specifically, Hangouts on Air is wonderful tool to take advantage of for your marketing efforts – sharing events, promoting topics ...

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    Topics: google, hangouts, How-To, how to