Entries by Therese Byrne

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What’s Your Integrated Digital Strategy?

An Integrated Digital Strategy clarifies how you differentiate your online presence and drive revenue with your website, mobile, social media, search, email marketing, apps and online advertising. Using analytics to capture customer insights will inform your digital strategies and tactics and keep you aligned around key performance indicators (KPIs). As more customers ‘self-sell’ on the web, a digital […]


LinkedIn for Financial Advisors: A Primer

Linkedin is the most prominent social media network that investors use to research financial decisions. With the large and every increasing number of affluent investors using LinkedIn, their expectations are that you have more than a presence. In order to provide value and differentiate from competitors, independent financial advisors need to actively engage.  Very simply, […]

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Financial Advisors: Launch Campaigns to Build Business

With a solid Digital Marketing Foundation, Financial Advisors can run effective, targeted campaigns to build reputation and generate qualified client leads that can be nurtured and won. Digital Marketing Foundation Target Market Strategy Overall Content Marketing Plan Quality eMail Marketing List & Tools The Right Sponsorship, COIs & Affinity Groups

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Financial Advisors: Enhance Your Social Media Impact

HNW Investors are Social For financial advisors, social media represents a powerful addition to traditional marketing. Indeed high net worth investors are active on social media and expect their advisors to be also.  To wit, 87% use social media 52% of investors want to connect with advisors on LinkedIn 50% of high-net-worth investors want market, […]

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Financial Advisors: Filter and Target 1:1 with Social Media

To be competitive today, financial advisors should be using social media to engage connections and capture qualified prospects. Digital Foundation: This strategy is underpinned by your Digital Foundation, that is: Client and 1st degree connections on social networks, the three most important (e.g., LinkedIn, Twitter, FaceBook) Contact database Contacts in a CRM system (e.g., SalesForce, RedTail) LinkedIn […]

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Schwab Advisors: Leverage "RiA Stands for You" in Branding

RiA Stands for You: Halo Effect for Advisor Branding It’s simple, yet powerful.  Leverage the distinctive brand identity in the Schwab RIA Stands for You (RiAS4U) campaign to elevate your brand image and credibility with clients, prospects and influentials as a Registered Independent Advisor (RIA). Align your brand with the RiAS4U messaging Follow the branding […]

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Financial Advisor: Digital is the New Marketing

Part I: Establish an Effective Website Hub This is the first of a five-part series –Financial Advisor: Digital is the New Marketing — providing core “new marketing” strategies for financial advisors including some special aspects for Schwab RIAs to leverage the RIA Stands for You campaign (RiAS4U).  Subsequent parts will cover, branding, engagement & targeting, […]

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The FeeOnlyNetwork.com: A Bid to Build Visibility for Fee-Only Advisors

That’s the goal of NAPFA (National Association of Personal Financial Advisors) with the recent launch of the FeeOnlyNetwork.com for its more than 1,500 Fee-Only member advisors across the country. A parallel goal is to build the NAPFA brand and promote the benefits of working with NAPFA-registered investment advisors (RIAs) for comprehensive financial planning and fee-only […]