New Insights from Industry Experts

Kathleen Rehl on Honeycomb Marketing

Allan Slider on Building a Strong Online Presence

Matthew Bellis on Generating Warm Introductions to Qualified Prospects

Peter Montoya on the new TechLeaders Conference for IBD Executives in March 2012

Free Webinar with Marie Swift: Marketing That Works For Financial Advisors Today

MARKETING THAT WORKS FOR FINANCIAL ADVISORS TODAY - POST YOUR IDEAS HERE

In a few weeks I’ll be speaking at the Financial Advisors Money Show. My topic: Marketing That Works for Financial Advisors Today. I have a number of success stories to share with the audience that will gather in Chicago on October 19, 2011, but I’m also looking for a few new success stories to add.

If you are doing something in the way of marketing, public relations, social media and online visibility, or have perfected a sure-fire method for generating quality introductions, I’d like to hear from you – and I’m offering a $360 prize to the top three contributors.

There are a couple ways you can submit your success stories to me:

1.     Visit my personal blog, http://www.MarieSwift.com. There you can read about The Money Show for Financial Advisors, including my marketing presentation and Ric Edelman’s practice management presentation. Simply place a comment on that blog entry and I will get a note from the BlogSpot system letting me know to take a look. No one else will see your comment unless I “release it” and make it “live” on the blog – so if you want your name withheld or don’t want your success story to show up “live” on my Best Practices in the Financial Services Industry blog, just put that in your post and I will honor your request. Be sure to put your name, phone number, email address and website URL in your post so I can contact you with any questions and/or for additional conversation.

2.     Send your contact information and comments to me via my assistant MaryEllenBanta@ImpactCommunications.org. Mary Ellen will make sure I see your contribution. I’ll be in touch if I need more information or want to dialog a bit.

PRIZES FOR THE TOP THREE CONTRIBUTIONS

In addition to potentially using your marketing idea in my speeches and/or future articles for http://www.Financial-Planning.com, my team and I will be looking for the best three marketing ideas or success strategies submitted.

I’ll be sending the top three contributors a certificate good for a free Marketing Evaluation (a $360 value). A professional marketing consultant from Impact Communications will review your Web site and marketing materials. Then during a consulting call with you and/or your staff, your Impact Marketing Consultant will provide professional recommendations and insights on how to improve your overall look and feel, marketing message, target marketing campaigns, etc. 

Post your marketing idea now!

To read a Marketing Success Story:

http://www.Financial-Planning.com 

Enter "Marketing Maven blog" or "Marie Swift" in the search box and all my recent articles will show up in a list. Suggestion: Read the one dated 10/5/11 on Becoming The Heritage Planning Professional in Your Community.

 

Marketing That Works for Advisors Today 
Wednesday, October 19, 2011 | 4:00 pm - 4:50 pm

Register Free at: 

http://www.moneyshow.com/tradeshow/Chicago/World_MoneyShow/fa_track.asp
 

Given the economic fallout of the past couple of years, there has never been a time in recent history when so many prospects are looking for a new advisor. In today's hyper competitive landscape, you need to find unique ways to differentiate yourself from the competition. The old methods do not allow you to demonstrate your relevant value to your clients, and are not very effective any more. In this keynote presentation, marketing guru, Marie Swift, will share stories of advisors who are gaining market share through online visibility and social media strategies, public relations and credibility marketing, purpose-driven prospecting, event marketing, and much more. Don't miss this fast-paced session as Swift provides simple yet effective ideas for attracting the kind of new clients and valuable assets that can propel your firm to the next level of success!

Special Bonus for Attendees!

Scan your conference pass (or take a photo of it with your smart phone) and send it to TeresaLaw@ImpactCommunications.org. Put in your email subject line: SPECIAL MONEYSHOW OFFER.

That will entitle you to receive one of the following bonuses:

FREE Marketing Evaluation (a $360 value)

A professional marketing consultant from Impact Communications will review your Web site and marketing materials. Then during a consulting call with you and/or your staff, your Impact Marketing Consultant will provide professional recommendations and insights on how to improve your overall look and feel, marketing message, target marketing campaigns, etc. Get 2 free hours of consulting time, compliments of Impact Communications and The MoneyShow.

Learn more about The Impact Consulting Team: www.impactcommunications.org/ourteam.html

- OR -

$300 off the normal price of Media Mastery University

This dynamic, group training and empowerment program offered by Impact Communications will teach you everything you need to know to succeed in the fast-paced world of media relations. You'll also receive a targeted media list, a 90-page Media Manual, dozens of templates for creating your own news releases and pitches, and much more. This 3-month class is conducted virtually so you do not need to travel to a venue to participate.

See full program details:
www.impactcommunications.org/groupprograms.html

DID YOU MISS THE WEBINAR ON JULY 15, 2011?

MAXIMIZING YOUR ONLINE PRESENCE IN A SMART, COMPLIANT WAY

WEBINAR SPONSORED BY: 

FPA Fairfield CT, FPA Hudson Valley, Fairfield University, NAPFA, Securities America* and Impact Communications  

CLICK HERE TO DOWNLOAD SLIDES 
 










CLICK PLAYER BAR TO LISTEN TO RECORDING 

SESSION DESCRIPTION: 

Having a good website is mandatory in today’s digital, online world. Multimedia such as podcasts, interactive graphics, and flash movie segments that combine music, narration, images and video clips can make your website come alive. Social media sites such as blogs, Twitter, Facebook, Ning and LinkedIn can help you connect in new, exciting ways with current and prospective clients. But creating or expanding an online presence that will grow your practice requires clear objectives and a plan that delivers on those objectives. This session will cover the fundamentals –  “and then some.”  

In this recorded one-hour webinar, you will:
 

• See colorful examples of what other advisors have done in the digital world
 

• Learn about Spider Marketing – and how that can help generate more traffic to your primary website
 

• Understand what the ROI is likely to be  
 

• See why it is more important than ever for you to embrace one or more of the social networking platforms
 

• Hear from a compliance expert on the do’s and don’ts related to social media use
 

• Get advice from a marketing expert on where to start if you’re late to the party
 

• Hear suggestions on what to do next if you’ve already dipped your toe into the water
 

In a nutshell, your instructors will cover:
 

• Best practices for creating a powerful online presence
 

• How to add multimedia to online sites
 

• When and how to add social media to your strategy  
 

• How to work most effectively with compliance
 

• What the FINRA guidelines say and how to protect yourself from regulator scrutiny
 

• The best and easiest ways to get started
 

• How to get help if you’d rather not do it alone

Your instructors: 

Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors, industry thought-leaders and allied institutions. 

A regular contributor to industry publications such as MorningstarAdvisor, RIABiz.com, AdvisorOne, Research and Financial Planning magazines, industry expert David Drucker calls her a “PR consultant extraordinaire” and featured her firm in “Raising Perceptions,” an article published by Research magazine about the benefits of public relations and credibility marketing. Bob Veres says, “Marie is perhaps the best PR professional in our industry.”  

A popular speaker, Swift has spoken at numerous conferences within the financial services industry. She has received high ratings from participants at various venues including the NFL Players Association, TD Ameritrade, Pershing, Lockwood University, Charles Schwab, Securities America, Financial Network, the Financial Planning Association, the National Association of Personal Financial Advisors and the Garrett Planning Network. 

Swift uses Twitter (http://www.twitter.com/marieswift) and her Best Practices in the Financial Services Industry blog (http://www.marieswift.com) as well as LinkedIn, Ning, multi-media engagement tools and online newswire services to build relationships in the digital realm. 

Learn more about Marie Swift at http://www.impactcommunications.org.  

Leia Farmer is Deputy Chief Compliance Officer with Securities America, Inc., one of the largest independent broker/dealers in the nation.  Leia’s primary responsibilities are to oversee the RIA Compliance and Policies and Procedures teams within Securities America. 
 

During its National Conference in Orlando, Fla., in June 2011, Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter in mid-July. Leia was a part of the internal task force that analyzed and selected Securities America's social media compliance solution, and will participate in the social media / compliance training sessions provided by the firm in 2011.  

Under the Securities America program, advisors will need to get static content, such as a profile page or market commentary, pre-approved by the firm’s compliance department. But any communications that are interactive—accepting events, creating groups and posting Tweets and comments that respond to questions—will not require pre-approval before they go live. These types of communications will go through a review process after the content has gone up. 

Leia understands the FINRA guidelines as they pertain to registered representatives and social media use. She will share her insights with the webinar attendees on July 15th.
 

Prior to joining Securities America, Leia worked as the Chief Compliance Officer for Brecek &Young Advisors, Inc., a mid-sized broker/dealer that was acquired by Securities America in 2009. She was also a compliance analyst for E*Trade. In addition to over 11 years of industry experience, Leia has a bachelor’s degree from the University of California Berkeley in Legal Studies and a Master’s Degree in Organizational Management from the University of Phoenix. Leia holds the Series 7, 63, 24, 4, and 66 licenses.  

Learn more about Leia at http://www.securitiesamerica.com. Get practice management tips and learn more about building your online presence at http://www.AdvisorPod.com.  

*Securities America, Inc. is a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services are offered through Securities America Advisors, Inc., a SEC Registered Advisory Firm.

Want to take a deeper dive? 

Attend the next Web 2.0 and Social Media Boot Camp!

 AS SEEN ON ADVISORTV
If you are interested in taking a deeper dive and/or building your online presence during a live, instructor- guided, computer-lab experience led by marketing expert Marie Swift, sign up now to attend one of these live boot camps:

SPONSORED BY FPA AND FAIRFIELD UNIVERSITY

Fairfield, CT - Saturday, September 24, 2011
Learn more at http://www.fpact.org

SPONSORED BY NAPFA

Brooklyn, NY - Monday, October 24, 2011 
Learn more at http://www.napfa.org  

See what FPA San Diego 2011 Task Force Chair Evelyn Zohlen has to say about the Web 2.0 and Social Media Boot Camp on AdvisorTV!

Marketing and PR Tips for Financial Advisors: a Conversation with Marie Swift and Nicole Coulter

I attended my first Women Advisors Forum in Chicago on June 10, 2010. The following day, I was the guest on Copernicus Radio with host (and veteran journalist) Nicole Coulter. We spoke about marketing and PR for financial advisors, and I shared what happened at the first of many Women Advisors Forums that I would ultimately attend.

Listen now: http://bit.ly/qYIbAR

Listen to internet radio with Copernicus Radio on Blog Talk Radio

Marketing That Works for Advisors Today - Advisors Money Show - Join Me!

Check out this panel presentation!

If you'd like to attend the Advisors Money Show in Orlando Nov 17-19, I have 10 FREE FULL CONFERENCE PASSES to give away. Just call my office, Impact Communications, at 913-649-5009 and tell Teresa Law, the lovely lady who'll pick up the phone, that you saw my invitation to call and that you'd like to take me up on my offer to secure a free conference pass.

If all the free passes are gone, you can use this link to register at the very affordable rate of just $99. Your full conference pass includes 2 1/2 days of educational sessions with industry experts on a wide range of topics, sponsor presentations and meals, and access to the exhibit hall with over 80 hand-picked companies such as Lindner Capital Advisors (a money manager / TAMP with a unique investment strategy that includes a Managed Futures component).

Register Today and join Marie Swift for The Advisors MoneyShow Orlando, November 17-19, 2010, at The Peabody Hotel. The timing of this year’s Show is ideal. With clients weary of large investments and the fear of a double-dip recession, now is the most important time for you to attend the Advisors MoneyShow. Discover strategies for managing client portfolios (and yours too) in choppy markets, learn techniques for keeping your current clients, and find out how your business can grow in today’s economy!
 
 

Register Now! Only $99 for full conference pass.

Orlando | November 17 – 19, 2010 • The Peabody Hotel

Below is information on my session - see you there!
Marketing That Works for Advisors Today

Thursday, November 18, 2010 | 11:15 am - 12:30 pm

Given the economic fallout of the past couple of years, there has never been a time in recent history when so many prospects are looking for a new advisor. In today's hyper competitive landscape, you need to find unique ways to differentiate yourself from the competition. The old methods do not allow you to demonstrate your relevant value to your clients, and are not very effective any more. These panelists will detail strategies for attracting the kind of new clients and valuable assets that can propel your firm to the next level of success.

Gregory Sullivan

Marie Swift

Dean Zayed

Michael Zmistowski

Podcasts from Ellen, Davey, Iverson and Montoya - Listen Now!

Take a few minutes out of your busy day to feed your brain with insights and information from some of the industry’s leading lights.

Marie Swift has been busy interviewing the following thought leaders. Their podcasts and commentary are available here on her “Best Practices” blog.

Listen to:

Brett Ellen, CFP® (mega-producer) talk about building a multi-million dollar financial advisory practice

Geoff Davey (FinaMetrica) on risk tolerance, psychometrics and the bear market

Matt Iverson (BoulevardR) on automating your marketing process and building your reputation online

Peter Montoya (relationship marketing expert) on the best way to attract and retain ideal clients

Feel free to look around - there's much much more here on Marie Swift's "Best Practices in the Financial Services Industry" blog!