All Blog Posts (80)

The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and Selling

Welcome to “BookEnd” - a new Friday feature that we are going to be trying here on “the Insider”.

As an avid reader and strong believer in the importance of being a life-long learner, it seemed that a regular “book review” article was a natural fit for our blog. Hopefully…

The following blog article was written by guest contributer Liz Horgan of Strategic Social Media.

Liz specializes in helping small- and medium-sized businesses and individuals in the Charlotte, NC area grow and prosper using social media.  Liz has been involved with the financial services sector for many years, and recently earned her…

SEO can help you get found in the “Yellow Pages”

Do you remember back in the day - before Google, Netscape, or the internet? When “search” meant thumbing through the phone book in hope of finding what you were looking for?

If an existing or potential client was searching for your business by name it was easy - the businesses were all listed alphabetically in the White Pages.

However, if a…

Not using Social Media? It’s Not the End of the World! You can still benefit from Online Marketing!

Haven’t joined the 845 Million other users on Facebook yet? Don’t worry - although it probably sometimes seems like you are the only one - you are not actually alone.

I was presenting an overview of internet marketing to the Ventura County Financial Planner’s Association (FPA) recently. Turns out that many of them are not social media…

With 800 Million users, Facebook is a tempting marketing platform for any small business including those in the Financial Services Industry. However with the various options for interactions that are available on Facebook, compliance concerns become more difficult to sort out.

One of the issues that…

One the aspects that I most enjoy about Inbound Marketing is that there is always something to learn. New tools are introduced every month (if not ever week), existing platforms are updated, and occasionally you discover, or re-discover, options that have been available to you all along. Although a little…

Waaayyyyy back on July 15^th, 2011, I wrote a blog The Future of Google+. It was one of many such blogs in the blogosphere at that time discussing Google’s new social media…

The SEC Office of Compliance Inspections and Examinations recently released a “National Examination Risk Alert” titled Investment Adviser Use of Social…

I’m a fan of the New Year’s Eve tradition of making resolutions for change. Something about the clean slate - a chance to take stock of where you are, what you want to accomplish, and what you need to do to get there is very appealing to me. It is a great time for a little dreaming and some goal setting.

In his…

The reach of the internet is amazing. It is easier now for small businesses to market nationally or even internationally then at any other time in our history! Great news - right?

Yeah - unless you are a small business that relies on local traffic for support. What if you are an attorney, financial…

A recent article by Investment News (For Advisers, it’s more like social notworking - December 22, 2011)reported that “social media has been a big bust for…

Last week I published a list of the 30 Thought Leaders You Should Be Following in Financial Social Media on my blog/website…

It wasn’t that many years ago that I scoffed at blogging - no way was I ever going to write a blog or even read a blog. At one point, the local online “newspaper” sent out a survey asking what we thought about its product. I rated everything high, but complained because they had started giving more attention to…

If you missed Part 1 and Part 2 of this series,…

Facebook offers so many options and opportunities for engagement that it makes tackling a subject like “compliance” challenging. I have organized these articles primarily around the actions that you can take from the various pages on your facebook account.…

Facebook is home to over 750 million users - can there be a better reason as to why your firm needs to have a facebook page?

Although the appearance and basic organization of Facebook changes regularly, especially since Google Plus joined the game, the basic compliance issues and rules remain unchanged.…

Now! I know that may sound facetious, but really, if you have a website that you have determined has not been optimized; you should try to get it done as soon as possible.

SEO will help your web pages perform better in search engines. You will rank higher and get more clicks through Organic (Free) search results,…

Okay - enough! I’ve been holding onto my frustration for a week now - that’s long enough right?

One week ago today, I came across “Raymond…

If you haven’t heard the news yet, as of early this week Google+ has opened itself up to businesses with its version of “Pages”.  Similar to facebook pages, Google+ Pages allow brands and businesses to connect with their customers and fans.

To create a Google+ Page, you will first need to set up a…