Monday, January 25, 2010

Creating Social Glue with Web 2.0 Strategies

Good stuff. This quick and fun video makes the point in 90 seconds: Advisors who use Web 2.0 and Social Media strategies online can build buzz and generate awareness.

I'm hosting a "live" online discussion this week only for Financial Planning magazine. To join that discussion click here:

Saturday, January 16, 2010

Time to Ramp Up Your Marketing Plan!

Here are three resolutions FAs should tackle in 2010 to improve their market share:
  • Resolution #1: Work Some Media Magic
  • Resolution #2: “Celebritize” Yourself
  • Resolution #3: Expand Your Reach
Here's how to do it: Read my article, just published as a web exclusive by Research magazine: Time for a Transition (V): Ramp Up Your Marketing Plans in 2010

Looking Ahead

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 (, 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 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:

I will be at a number of industry conferences this year and would love to hear your marketing success stories. You’ll find my ever-evolving schedule of events at

In the coming weeks, you can find me at:
My team and I are also leading the Web 2.0 and Social Media Boot Camp being offered by FPA as a pre-conference option on February 28, 2010 in Dallas (FPA early bird incentive ends January 22, 2010).

Hope to see you at one or more of these events!

Monday, January 11, 2010

Tamarac Takes Leap - Provides All-In-One Online Platform for RIAs

Davis Janowski, Tech Editor for Investment News writes today about Tamarac Inc., which is best known for its sophisticated portfolio re-balancing technology.

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

Did You Miss These Tweets? Good Stuff!

Ck out the Web 2.0 and Social Media Boot Camp (2/28/10) being offered by FPA and Impact Comm - a first!

Doing webinar for FPA (1/20/10) on Using Web 2.0 and Social Media to Build Business. Sign up now - cheap!

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. and for more info.

RT @Fiduciary360 Social networking site for advisors built to be FINRA compliant: @NewsfromIN

RT @ovrdrv What are the five biggest mistakes in social media measurement?

Kiplinger's PF says Seek Advice on 401k, profiles Impact client Smart 401k - puts Smart 401k clients on cover:

New tools 4 end of life planning

What's your major?

Don't know your risk tolerance? Here's how to find out:

Bob Veres offer Client Article Svc. Great 4 FA's client newsletters. Inside Info subscribers $151 discount code E2DE

Evolution of a Planning Firm -

RT @WSJPersFinance Relax, You Can Beat That Stress

RT @tweetmeme Tips for Better Twitter Tweets — Art Biz Blog

RT @sangsito I need NAPFA advisor that can help me reach my goal in life without cost me arm and leg. Thanks.

@sangsito Visit 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.

Great PM info for Financial Advisors =