Among wealth managers/ financial advisers, there remains skepticism about using social media and a digital marketing with a stronger online presence. As I prepare for an updated “Day-in-the-life of an adviser” talk next week with Schwab RIAs (clients of Schwab Advisor Services), I created a summary slide to serve as an abstract for the talk. […]
Today I received this nice letter from Reid Hoffman recognizing me for being an early adopter. Too bad I wasn’t an early investor!! I remember while at PA Consulting Group in 2003, I wrote an article and started working with clients around the concept of using “relationship intelligence” for business (sales) advantage. The ideas stemmed […]
Every day there is an article like this one in a local newspaper sympathizing with someone who was fired because of something they posed online. Thankfully for registered representatives, FINRA is catching up with the digital age and addressed the issue of regulation and social media, fittingly, on its blog. In early January 2010 it […]
This blog has discussed various aspects of Permission Marketing at (see here or here) however there has been a recent trend of Participatory or “opt-in” marketing. This post explains a few techniques that two firms (with very different products) are using. Both of these companies have fulfilled five of the steps we outlined previously to […]
I have been invited to speak as a guest lecturer at the MIT Sloan Sales Club on February 23 and when considering the right focus for the session, an important sales transformation issue came top of mind. Call it sales 2.0 perhaps, but the real transformation has come from the intense competitive challenge and the […]
In the age of information overload, the quality of your blog content matters more than ever. While there’s a temptation to flood the internet with frequent blog posts, focusing on creating high-quality, valuable content can have a more significant impact on your audience and your business goals.
We had fun this year with our holiday greeting and we offered a top 10 list of resolutions. Why not share it with the blog reading audience. We hope you can be: Visible… Get to the top of search results page with your content and SEO strategy. Present… Extend your brand beyond your website with […]
Successful tweeting is about focus. Numerous companies small and large have shown that diligently writing a few tweets with content their customers want to read can greatly increase connection that a person has to the company. Even more common are twitter feeds that are rarely read and pretty much irrelevant. The difference is focus. Treating […]
We had a packed room at Harvard Business School on November 17 to discuss experiences in developing digital businesses. Mike Roberts, a James M. Collins Senior Lecturer and Executive Director at the Arthur Rock Center for Entrepreneurship put the speaker team together and it included some highly experienced HBS students, recent students and entrepreneurs sharing […]
Wikipedia is amazing: a plethora of information at your finger tips. Let’s face it, my kids will probably think an encyclopedia is a large coaster by the time they are in middle school. A client had asked us to submit their business to Wikipedia. I knew this would be a challenge as most businesses on […]