Monday, January 25, 2010
I'm hosting a "live" online discussion this week only for Financial Planning magazine. To join that discussion click here: http://www.financial-planning.com/forums/viewtopic.php?f=240851&t=2365211&p=2368180#p2368180
Saturday, January 16, 2010
- Resolution #1: Work Some Media Magic
- Resolution #2: “Celebritize” Yourself
- Resolution #3: Expand Your Reach
In my next installment for Research, I will provide tips on using Web 2.0 and online social networking strategies to expand your reach and generate positive search engine results.
But, if you are hungry for information on using Web 2.0 and social media to build buzz and create additional traffic to your primary Web site, you might want to sign up for the Using Web 2.0 and Social Media to Build Relationships webinar being offered by the Financial Planning Association (FPA) on January 20, 2010, at 1:00 pm CT.
I’ll be hosting the virtual learning session and will be joined by compliance expert Nancy Johnson Jones (www.compliancemaze.com), who will tell you what you can and can’t do under FINRA and/or SEC regulations, and multi-media expert Chris Hall (creator of “fast, fun and informative” Practice Management tips brought to you by the "vanguards of practice management" at Securities America, online and FREE at www.AdvisorPod.com) who will give an overview of LinkedIn, Facebook, Twitter, blogs, YouTube, podcasts and other tools you can use to build relationships with people online. You do not need to be a member of the FPA to attend; everyone is welcom, although there is a small fee to attend (goes to FPA to defray costs).
Of special note:
In the coming weeks, you can find me at:
- TD Ameritrade national conference in Orlando, February 4-5, 2010
- T3 Technology Tools for Today conference in San Diego, February 18-20, 2010
- The FPA Business Solutions conference in Dallas, March 1-3, 2010 (save 15% with the code you will find at top of the page here: http://www.socialmedia-bootcamp.blogspot.com
Hope to see you at one or more of these events!
Monday, January 11, 2010
Tamarac is "stepping out of its niche and seeking to fill the broad needs of advisory firms by launching an all-in-one online platform. The effort is a bid to expand the company's business and address what its representatives describe as the lack of a comprehensive and truly integrated technology platform in the advisory market. In theory, the full platform will allow an advisory firm to run its entire operation with a set of laptops and an Internet connection."
This could be a game-changer for many firms!
Read the rest of Janowski's article here:
Thursday, January 7, 2010
Doing webinar for FPA (1/20/10) on Using Web 2.0 and Social Media to Build Business. Sign up now - cheap! http://www.fpanet.org/Learn/VirtualLearningCenter/ClassDescriptions/UsingWeb20AndSocialMediaToBuildRelationships/
Will be speaking at TD Ameritrade's national conference first of Feb. Then on to the T3 Conference mid-Feb where speaking, doing PR for conf. www.tdainstitutional.com and www.technologytoolsfortoday.com for more info.
RT @Fiduciary360 Social networking site for advisors built to be FINRA compliant: http://bit.ly/6Fci7C @NewsfromIN
RT @ovrdrv What are the five biggest mistakes in social media measurement? http://bit.ly/6xsUDU
Kiplinger's PF says Seek Advice on 401k, profiles Impact client Smart 401k - puts Smart 401k clients on cover: http://bit.ly/7hwRNY
New tools 4 end of life planning http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100103/REG/301039968/1082: http://bit.ly/8IxHI5
What's your major? http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100107/BLOG01/100109903: http://bit.ly/4zespt
Don't know your risk tolerance? Here's how to find out: http://www.pbs.org/nbr/blog/2009/12/dont_know_your_risk_tolerance.html
Bob Veres offer Client Article Svc. Great 4 FA's client newsletters. Inside Info subscribers $151 discount code E2DE http://www.bobveres.com
Evolution of a Planning Firm - http://blogs.wsj.com/financial-adviser/2009/12/31/voices-sheryl-garrett-on-the-evolution-of-a-planning-firm/
RT @WSJPersFinance Relax, You Can Beat That Stress http://bit.ly/6bkn4h
RT @tweetmeme Tips for Better Twitter Tweets — Art Biz Blog http://bit.ly/K7gYv
RT @sangsito I need NAPFA advisor that can help me reach my goal in life without cost me arm and leg. Thanks.
@sangsito Visit http://www.garrettplanningnetwork.com to view 300 fee-only (commission free) planners. Will work on hourly or project basis.
Take a look at six social media trends for the upcoming year. http://bit.ly/5pKp0k
Great PM info for Financial Advisors = AdvisorPod.com http://www.advisorpod.com/SociallyAdept