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 […]
An old friend recently introduced a new service that allows the Twitterati to monetize their tweets “MyLinkMyAds”. It’s a brilliant and simple idea that allows people to get paid for the content and knowledge they are sharing. Like most of what happens on the Internet today, the idea came to fruition quickly and since my […]
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 […]
There are likely different schools of thought on this and there are SEO metrics that can prove or disprove the visibility impact of more posts vs. fewer posts, but in my opinion less can be more and quality beats quantity. As the cobbler’s children, we are still enhancing our blog post capacity and shortly, our […]
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 […]