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    Generate New Business in the Digital World

    Smart financial advisors know that ongoing success depends on proactively developing leads and cultivating client relationships.

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    Topics: advisor websites, Marketing, resources for financial advisors, Social Media, Social media for financial advisors, technology

    Getting and Using Client Testimonials

    Important: this articles doesn't apply to US-based advisors. Client testimonials can be a great credibility builder to your financial services practice. You should include testimonials on your advisor website as well as other marketing materials you use. How to quickly collect ...

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    Topics: financial advisor, financial advisor website design, financial website, General, How-To, marketing ideas for financial advisors, testimonials for your website, Marketing, resources for financial advisors

    A Financial Advisor's Guide To Online Video Marketing

    If I asked you when you last watched a video online, I bet it wasn't that long ago. Nielsen reports that online video viewing on social networking sites was up by 98% in 2009 and studies show that including a video on your website even helps improve its organic rankings on ...

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    Topics: facebook for financial advisors, financial advisor online marketing, marketing ideas for financial advisors, Marketing, Online Marketing, resources for financial advisors, Sales Ideas

    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

    10 tips for a successful professional website picture

    As a financial services professional, the way you present yourself to your clients and prospects is very important. It is highly recommended that you have a professional photo of yourself and any team members you work with. Based on our experiences when it comes to advisor ...

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    Topics: financial advisor website design, General, How-To, marketing ideas for financial advisors, Online Profile, Website Photo, Marketing, resources for financial advisors