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    This Week's Roundup: Building Relationships with Blogs and Social Media

    As an advisor, the relationships you build with clients are the key to your success, and since your website is an important tool for facilitating those relationships, it needs to be relationship-ready itself.

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    Topics: advisor websites, Blogging, Business Growth, resources for financial advisors, Social media for financial advisors

    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

    How to Connect with Clients on the Brink of a Financial Windfall

    There are numerous ways to search for prospects on LinkedIn, but by cross-referencing a free data source, you may be able to connect with very qualified and motivated individuals. Most LinkedIn searches are typically tied to data found within site, and they often give you access ...

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    Topics: Business Growth, financial advisors, How-To, resources for financial advisors

    Shopping Around for the Perfect Mobile CRM System

    Chances are, your company's CRM plays a significant role in your daily operations. Your ability to contact customers, build pipeline, and capture important client information hinges on your CRM software. Mobile solutions make it possible for you to catalog these discussions from ...

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    Topics: Integration, marketing ideas for financial advisors, Technology, Marketing, resources for financial advisors

    More Evidence Showing Mobile Browsing's Increased Usage

    Looking at these statistics, thanks to Eloqua, we can see that in just one year, mobile browsing usage has doubled. With smartphones becoming increasingly dominant, people increasingly busy, and data plans increasingly attainable, one can only guess that these statistics are ...

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    Topics: financial advisor website design, General, mobile site statistics, resources for financial advisors

    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

    Financial Advisor Website Best Practices List – Part 3: Design and Look

    For those of you financial advisors with a website, do you know of all the tricks and tips there are to make it better?

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    Topics: Checklist/Template, Design, promote your financial website, resources for financial advisors, websites for financial advisors

    Financial Advisor Website Best Practices List – Part 2: Usability and Navigation

    For those of you financial advisors with a website, do you know of all the tricks and tips there are to make it better?

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    Topics: Checklist/Template, Design, financial advisor website design, resources for financial advisors, websites 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