1 November 2013

Financial Advisors: Are You Using The Power of Postcards?

2022-08-07T17:41:40-04:00November 1st, 2013|3. Marketing|0 Comments

Have you added “send postcards” to your weekly activities list? If not, why not?! In our fast-paced, get-it-done, high-tech world, postcards are an inexpensive way for your firm to stand out above the rest. They’re a simple way to keep your network, clients, and prospects in touch and updated. Postcards are small, inexpensive, and they pack a powerful marketing punch! Consider using some of these interesting and affordable ways to use postcards to stand out:         Announcements Announce something new. Like a new team member, product, service, educational class, or article using postcards. Have you changed your address or updated your website? Say it with a postcard. Turn your postcard into a free

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31 October 2013

Set Up a WordPress Blog In Under 15 Minutes

2022-08-07T17:41:40-04:00October 31st, 2013|Website Development|0 Comments

Is it time to create a blog?  Maybe you have a website but it's not responsive (mobile friendly). If you own a domain name and have hosting, somewhere in your emails you have the instructions to get into your Control Panel (it's like a dashboard)?  If so, watch me create a WordPress blog (or website) with a plug-n-play program you may already have, such as like QuickInstall or Fantastico. You'll watch me do just that during this 12+ minute video. If your hosting company offers either plug-n-play program, it will be on the dashboard (usually the first page you're brought to once you log into your C-Panel). Setting up a blog on your site only takes a few clicks in the right places.

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24 October 2013

Are you looking for ways to make your money go further?

2022-08-07T17:41:41-04:00October 24th, 2013|Pricing|0 Comments

When I ask for a client's personal budget, many clients, including the financial advisors, don't have one or haven't looked at it for a long time. Those who watch their budgets (personal or business) always tell me there aren't any places they can save money. WRONG! Peter* is saving $500 per month personally. Mary* just sent me a note that she's now saving $1000 per year on one line of her personal budget. Why? They had their coach, who has a background in finances, check their family budget. Greg* isn't saving anything because he puts the $400 per month right back into the business for the target marketing he really wants to do. Request a Financial

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23 October 2013

Are You Ready To Seriously (And Profitably) Network on LinkedIn?

2022-08-07T17:41:41-04:00October 23rd, 2013|Social Media|0 Comments

Create or update your LinkedIn profile using our template and easily show it to your Compliance Department for approval! Learn how to use the various tools LinkedIn offers to grow your business, build your credibility, connect with people you've already met, send information to your clients, and more. Get all your questions answered during the weekly calls and via email. Why use LinkedIn? Some interesting statistics: 5 million affluent investors use social media to research final decisions. 73% use LinkedIn to research financial decisions.* 79% of the Ultra Affluent (over $5 million in investable assets) do their own investment research. They are 37% more likely to trust information from their LinkedIn network and 157% more likely

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20 September 2013

Financial Advisor Tips: Is That YOU Out There?

2022-08-07T17:41:44-04:00September 20th, 2013|Speaking|0 Comments

Is That YOU Out There? Just for a moment, think about of the type of people who attend Toastmasters.  These people want to improve their leadership skills, increase their public speaking confidence, and network with others.  Hey, that’s you, too!   Action:  Find a Toastmasters Club near you.  Membership is CHEAP and who knows what the extra rewards to you will be!  http://www.toastmasters.org/MainMenuCategories/WhyJoin.aspx   © 2013 Elevating Your Business. Maria Marsala is a Business Coach to Financial Advisors and former Wall Street Trader. She helps independent and fee-based financial advisors reach their 5-year business and personal goals in 24 months. Maria's been recognized as a thought leader and has been published in Financial Planning Magazine, RIA

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