Entries by John Stone

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PLANADVISER National Conference

John Stone will be a panelist at the PLANADVISER National Conference scheduled September 21, 2010. More information can be found here: https://www.planadviser.com/PANC2010/ Topic: Technology and the Modern Adviser How to use social media, such as LinkedIn, Twitter, and blogs to better promote yourself and your practice. Moderator: Jaime Benedetti, Owner/Financial Advisor, Benedetti, Gucer & Associates […]

Schwab Impact 2010

John Stone spoke at the Charles Schwab Impact2010 for a second year. At this event, John led two sessions on digital presence and social media as well as hosted guests for informal presentations at the cyber lounge on the main floor: One session was focused on emerging digital trends and social media explore ways an RIA firm can use social […]

Social Media Guidelines for Estate and Financial Planners

Event Date: September 29, 2010 Time:   1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT) Length:   1 hour 30 minutes Benefits Attend this teleconference and learn how to diagnose and score current digital/web presence. You will be able to identify steps to build an effective experience taking advantage of the latest web […]

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How to Avoid Digital Video Stage Fright!

As we develop digital videos for clients as part of integrated marketing campaigns, we often see nervous executives that are concerned that their Hollywood training may be inadequate and they might both embarrass themselves and the company with a poor acting performance on the corporate video.  Our message: Relax….   Today audiences are looking for […]

NAPFA Presentation for Financial Advisors

Speaking with NAPFA at the Bentley University Campus John Stone and Kristen Luke (via Skype from San Diego!) spent the morning with a group of financial advisors as part of their monthly program. We discussed the landscape of new marketing including the key elements and concepts that drive the adoption on digital marketing strategies. We also took […]

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Doing Good and Doing Well

Big national brands and their local affiliates can accelerate their charity impact AND drive brand value by using a network approach like good2gether. Companies want to accelerate the impact of their charitable programs.  The terrible news from Haiti is re-focusing us on getting involved and “doing good”. While pursuing charitable programs for all the right reasons, […]

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10 Steps to Get Started with New Media and Social Media Marketing

You recognize how the explosive growth of social networking – with tools like Facebook, Twitter, LinkedIn, and YouTube – is fundamentally changing the way your clients learn, evaluate, and ultimately make their decisions. You recognize that these web 2.0 tools are an increasingly important influence in the client engagement process. Prospects seek evidence online to […]