Blog

Top Advisor Marketing - Digital Age Marketing With Karim Rashwan

June 21, 2018

Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times!

Can Client Engagement Be Automated?

June 5, 2018

It’s a good feeling when someone thinks about you. It’s better if they do something about it. Not long ago, I received an article on a topic that was incredibly relevant for my business. It came from a partner who had worked with me on strategy in the past and it sent a powerful message that he understood my business and my challenges. That simple act created deeper connection.

3 Easy Steps to Grow Your Email List

May 11, 2018

The first step to growing your email marketing list is to develop an offer with a high enough perceived value that your target audience is willing to provide their email addresses in exchange for it. Your offer could be an amazing weekly newsletter, a discount on a future purchase, a free trial or demonstration of your product, or a free tangible item, which marketers refer to as an incentive or lead magnet.

Top Advisor Marketing - Digital Content Marketing With Bryan Muir

March 5, 2018

Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content.

4 Reasons Why You Need To Track Your Analytics

Feb. 8, 2018

Are your clients engaged? Are you leveraging digital communications to ensure engagement? Do you track the success of your current digital marketing initiatives? Do you know what type of content resonates with clients? Are you knowledgeable in terms of which traffic sources are delivering digital leads? What is your digital marketing ROI?

How Financial Advisors Are Leveraging Social Media

Dec. 18, 2017

Today's investment advisors are well aware of social media giants like Facebook, Twitter and LinkedIn, yet about 50% don't know which levers to pull and which buttons to push to make social media a key tool in their firm's marketing campaigns. That's a mistake, as investors, especially younger ones, are pulling ahead of financial advisors on the use of social media in managing their money.

4 Tips for Communicating with Millennials

Nov. 7, 2017

With millennials turning 20-36 years old next year, they are no longer the lazy, unemployed, parents basement dwellers they were five years ago. Many are deep into their careers, having kids, and in comparison to other generations, millennials are more optimistic about their financial future.

4 Reasons Why you Should Be Sending an Email Newsletter

Oct. 9, 2017

Newsletters are a great way for you to communicate with clients and prospects, build your thought leadership and can help your business grow. Here are some reasons why you should send out a regular newsletter and best practices to make it effective.

Why You Need to Start Posting to Social Media Today

Sept. 12, 2017

In its 2016 Social Advisory Study, Putnam Investments found that 85% of financial advisors are using social media for business, up from 80% in 2015. It makes sense that more advisors are finding value in social media, given the roughly five million U.S. and Canadian high-net-worth investors who use social media to help them make financial decisions.

Leads Dont Happen Over Night

Aug. 22, 2017

When it comes to prospecting, there is a misconception that a solid website plus old fashion referrals is the recipe to acquire new prospects and leads. But Email has become undervalued, especially since explosion of social media. Although your website, blog, and social media critical in today's digital business environment and are effective ways to demonstrate your knowledge and expertise to prospects and clients, it is ultimately your email conversations with them that will consistently keep you top of mind, and deepen your relationships.

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