27 December 2012

Top 10 Linkedin© Profile Tips for the “Social” Financial Professional

2022-08-07T17:42:52-04:00December 27th, 2012|Social Media|0 Comments

Originally published in RIA Biz Magazine (8/11) by Maria Marsala, Coach to Financial Advisors As a financial professional, you spend a lot of time looking for new customers.  Your daily routine is consumed by a numbers game where more prospects translate to more clients.  The allure of social media is great.  But how do you simultaneously navigate social media sites like LinkedIn and compliance regulations—and still make social media work for you?   If your compliance department approves a social networking website, it’s most likely LinkedIn.  Widely used by professionals, the site claims that the majority of its users are decision-makers. The tremendous volume of activity generated by LinkedIn's 100 million members attracts the attention of

30 November 2012

Do you live in a country that doesn’t respect wealth?

2022-08-07T17:42:54-04:00November 30th, 2012|Pricing|0 Comments

"You can preserve wealth in a country that doesn’t respect it." -- Eric  Baldwin, Forbes Writer, in an article"Smart Money Strategies For Obama 2.0"  that  he wrote at http://www.forbes.com/sites/baldwin/2012/11/26/smart-money-strategies-for-obama-2-0/ Do you feel that we live in a country that doesn't respect wealth?  (and why)  Do you disagree? (and why)   What does being wealthy or successful look like to you? Personally, I agree with his comment.  For many, many years, I've noticed that as much as we strive for success, and for most of us wealth is a part of that success, it seems that as soon as someone or a company becomes "successful"  people look to "chew them down".  

15 November 2012

FREE Webinar: Create a Business Vision For Focused Growth 2018

2022-08-07T17:42:54-04:00November 15th, 2012|Strategic Planning, Trainings - Podcast/Webinars|0 Comments

Secrets to Business Planning Success It propels you forward every day. Your Business Vision Statement defines focus areas for your overall success plan and uncovers elements crucial to the growth of your business. It is the first thing you create when you write a business and marketing plan. This secret weapon helps successful entrepreneurs make more money, even during a moody economy.   In This No-Cost Business Vision Statement Session: Discover the 5 most important questions you must answer about your business, department, or career to create an effective strategic business plan. Learn the #1 vision statement secret that attracts more and better clients, regardless of the state of the economy. Complete a draft of your

7 November 2012

Join the Financial Advisors Mastermind Edge (On LinkedIn)

2022-08-07T17:42:55-04:00November 7th, 2012|Social Media|0 Comments

GOAL This is a place - a GROUP on LinkedIn(R) where financial advisors/advisers/professionals can collaborate and discuss issues pertinent to growing personally and professionally. THIS IS AN INTERACTVE GROUP What would you like to discuss? What information would you like to learn? What trends in marketing, networking, etc. are you seeing? If you find or have written an article you’d like to post to the group, please do so. PLUS, add to it a question you’d like the group to answer about that article or a question you’d like us to discuss on that topic. If you aren't going to contribute to the gruop -- your time, resources, tips, questions, etc. don't join. THIS IS A

15 August 2012

Is Your Web Site Untitled?

2022-08-07T17:42:58-04:00August 15th, 2012|Website Development|0 Comments

by Maria Marsala Summary: Are you letting your visitors book mark your site with a description reading "Untitled"? Do you know that you need a good title to help the search engines find your site?   Go take a look at your web site. All the way on the top of your screen is your site's title. On this site, you'll see the name of this article. Most search engines use the "title" of your page as one of the ways to search for "keywords". Yet as I travel around the web, I see so many "untitled" titles! Or titles that list the company name on all the pages. If you want your web site to

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