30 December 2011

Top 10 ways financial advisers can ‘market smarter’ — and enjoy it

2022-08-07T17:43:08-04:00December 30th, 2011|3. Marketing|0 Comments

Originally written by Maria Marsala as a guest columnist for RIA Biz. Developing a niche clientele will broaden, not narrow, your client base and can make your practice more profitable and pleasurable... Can you visualize running a prosperous financial practice that consistently attracts high-quality clients? You may feel marketing is a necessary evil that takes time away from building your business and interacting with clients. In fact, marketing is actually the key to building a clientele you truly enjoy serving — with clients who are excited to be working with you, too. Marketing and its related activities (networking, e-mailing, public relations, etc.) are easier and more profitable than cold calling — an activity you’ll have to

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7 December 2011

LinkedIn Tip: You May Not Own Your Contacts List & What To Do About It Now

2022-08-07T17:45:40-04:00December 7th, 2011|Social Media|1 Comment

"Business owners, contractors, and career folks beware. If a company you work for doesn't have a social networking policy, create one and make your boss sign it! CYA "     -- Maria Marsala In this very informative article, http://www.forbes.com/sites/davidcoursey/2011/11/03/who-owns-your-linkedin-contacts/ Deb McAlister, who is writing a book regarding social media and the law, shows us that it may or may not be us!  That's pretty strange considering that all LI accounts are personal -- not business accounts. I will add a few more possiblities that may make you lose your LI contact list. 1) It's possible that some day, you'll get shut off from getting into your LinkedIn account because you did something you didn't realize was against the rules (like I have

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3 December 2011

Do You Fear Networking?

2022-08-07T17:45:40-04:00December 3rd, 2011|Networking|0 Comments

And what to do about it! If so, you're in very good company! Fear is a necessary part of life. Can you imagine what would have happened if our ancestors weren't afraid of fire? Or cliffs? We might not be here! As children we were warned, “Don't talk to strangers!” This helped ensure our survival. But fearing “strangers” (part of our aversion to networking) doesn't serve us as adults—or help our businesses thrive. How do you overcome fears? Don't bother trying. Instead, identify them, accept them, and create solutions that will turn fears into exciting adventures. As Susan Jeffers says, "Feel the fear and do it anyway." Below is a list of common networking fears that

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2 December 2011

LinkedIn Tip: Maximize Your Email Address

2022-08-07T17:45:40-04:00December 2nd, 2011|Social Media|0 Comments

Is your email address optimized for your social networking sites? If not, you're making yourself too difficult to track down, and people will give up trying to find you. This week I sent a mailing to my 1137 LinkedIn connections. Here are a few of my observations: 4 email addresses sent me an auto responder asking me to click on a box to confirm that I was a human. Those systems are good for personal email, but don't let your clients or prospects go through hoops or they're bound to go elsewhere. (Many people -- myself included -- delete those individuals from our e mail lists. Now I've removed them from LinkedIn, too.) 20 email addresses

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