Social Media

To envision the future of crypto, I keep trying different analytical tools. This time around the concept of relevance is focality, by which I mean the part of the system at which consumers direct their attention.

As you near the end of Q4 and gather your thoughts, goals, and priorities for 2022, we have one piece of advice: Streamline your business!

Many of us are perfectly willing to talk a lot about others' money: the cost of government programs, the cost of living, our personal taxes, and public policy on taxing business profits. What we don’t talk about is our personal money.

Social proof is integral – no one wants to hand over their life savings to an unknown entity or someone they can’t be sure whether to trust.

If your marketing stank this year, follow these simple instructions and make 2022 better.

This book is the best, and certainly the most readable, description of the existential threats to privacy and our democratic institutions posed by Facebook and social media. Advisor Perspectives’ informed readership will need only a minimal effort to fill in its gaps.

Here are three reasons marketing will get harder for financial advisors next year and beyond. Yet the situation isn’t hopeless. You can adopt strategies that make your marketing easier even with the changes on the horizon.

Behind every advisor’s success story is a well-laid and executed plan, which starts with effective goal setting. Let’s see how this works in action.

Hype is never far away from cryptocurrencies. Punters taking public transport or navigating social media are bombarded daily with enticing advertising and billboards dangling the next big coin, while self-proclaimed experts and gurus offer hot investing tips before the inevitable tired disclaimer: “Please do your own research.”

There is no shortage of vocal advisors and observers ready and willing to dive into any conversation about how you should set your fees.

To expand your reach beyond your existing network, outsource your marketing.

Artificial intelligence doesn’t have to make a big splash to make a big difference; we’ve learned that the most effective innovations work so seamlessly behind the scenes to create efficiencies and improve workflow processes that you don’t even know they exist.

The economy is at maximum employment. Inflation is running red hot and increasingly showing signs it is persistent. Having neglected one mandate and largely fulfilled the other, why is the Fed so slow to reduce asset purchases and unwilling to contemplate hiking interest rates?

If clients are determined to have a “negative tenor,” we put them on an “exit list” to move out of our firm.

Just conducting a survey isn’t enough. You need to make sure the survey is effective. Here are my tips for creating an impactful client survey.

Advisors are so worried about what to say to prospects, they run around spending all kinds of time and money and getting stressed about it. Forget all that.

Here are the trends we can expect to see for different marketing strategies in 2022, and how you can meaningfully apply them for your own success.

With few exceptions, financial advisors don’t generate the leads they want with a social media strategy. They should use influencers and search channels to get more exposure to their target market and leads.

The reason so many folks think they don’t need an advisor is because they had a bad experience with someone they thought was a financial planner who turned out to be nothing more than a salesperson.

Tom Giachetti counsels a confused and befuddled advisor (played by me, Bob Veres) who is seeking advice on common but complicated issues that have come up recently around the profession.

Advisors may have the most informative videos on their site, but it’s likely that few prospects will watch them.

Marketing occurs in the advisory profession in the absence of common sense. Here are five brazen misunderstandings shared by the readers of my articles.

The small engagement we had on Facebook wasn’t worth the effort we were putting in.

Using my company’s data that shows the performance of various subject lines, I’ll discuss the types that are working best and how to write your own version to communicate with clients.

Marketing revolves around words, and no two are more important than these…

At a congressional hearing on Tuesday, former Facebook Inc. product manager Frances Haugen didn’t need to convince lawmakers that the company has a big problem.

In August, the Israeli brokerage eToro hired Lule Demmissie, a longtime wealth-management director at TD Ameritrade and, more recently, president at Ally Invest, to head its growing presence in the U.S. Demmissie, who moved to the U.S. from Ethiopia when she was a teenager, has a lot on her plate.

The impulse to advance one’s interests will be self-destructive for advisors when they fail to listen carefully and demonstrate curiosity.

If you’re going to write boring things, at least use more exciting letters. Here are some tips for using the letter “X” if you are xenacious enough to relax and give your marketing some flex.

If the U.S. and other countries sit idly by, we may look back at today as a turning point in global economic affairs. The U.S. does not have to cede economic growth. But it must readapt capitalistic logic, which, ironically, China is slowly grasping.

Every great advisor site shares similar features to attract clients. Among them, five key elements stand out.

After languishing at historical lows for the better part of the last decade, uranium suddenly came back from the dead.

You will get more results with messy communications. Here’s is how to communicate like a first grader while gathering assets as a consummate professional.

To understand how generational gaps impact your marketing strategy, we’re diving into the digital media that can be used to connect with prospects in different age groups.

The public wants prophets. The historian writes stories about the past, but what the public wants is the history of the future. This leads to a paradox.

Vivek Ramaswamy’s new book, Woke, Inc.: Inside Corporate America’s Social Justice Scam, is addressed to what he believes are the evils of corporate America adopting a ”woke” posture and taking it upon itself to enforce woke-ness.

Remember how, in late 2018, the Financial Times declared “techlash” — the backlash against the giant U.S. technology companies and all they represent — word of the year?

Here are five cost-effective strategies advisors should use to reach Millennials:

While rationale for putting a plan in place for the development and servicing of next generation of investors is simple, the plan is not.

Investors are ignoring the stock market’s bubble and are infatuated with the ride. They are playing Fool’s Gambit – waiting for a greater fool to buy their overvalued stock from them. And why not, greater fools have been showing up in droves for years.

If you want a Bentley Bacalar, you’re too late.

Mankind has constantly reimagined what can be wagered on and where that betting takes place. We are in the early stages of one such reimagining – betting online.

Skeptics of superstar fund manager Cathie Wood are increasing and becoming more vocal.

Advisors need to intentionally plan for how they will build trust with prospective clients. When it comes to marketing, here are the rules that will help.

I frequently get calls from advisors with this request: “How do I make the phone ring?”

If you’ve never commented on a stranger’s post, then it’s time to start!

I’ve coached many advisors over the years and spoken to thousands of others. Here’s what I’ve learned.

To win more respect with prospects and clients, learn how to handle their annoying emails better using my three-question email test.

Here are a few important tips to take full advantage of adding video marketing to your strategy in a way that will drive leads and sales.