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Author: Amy McIlwain
Publisher:
ISBN:
Category : Business enterprises
Languages : en
Pages : 0
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Author: Amy McIlwain
Publisher:
ISBN:
Category : Business enterprises
Languages : en
Pages : 0
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Author: Matthew Halloran
Publisher: John Wiley & Sons
ISBN: 1118240863
Category : Business & Economics
Languages : en
Pages : 304
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Book Description
Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.
Author: Jennifer Openshaw
Publisher: John Wiley & Sons
ISBN: 1118959086
Category : Business & Economics
Languages : en
Pages : 368
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Book Description
The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.
Author: Steven D. Lockshin
Publisher: John Wiley & Sons
ISBN: 1118700732
Category : Business & Economics
Languages : en
Pages : 279
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Book Description
The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
Author: Nancy MacKay
Publisher: Business Expert Press
ISBN: 1637421389
Category : Business & Economics
Languages : en
Pages : 162
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Book Description
The best and the brightest use advisors and experts. In fact, one could say that they are the best and the brightest because they utilized trusted advisors throughout their careers. Whether in business, sports, entertainment, academia, or politics–expert help is a fundamental enabler of success. That means that the demand for expert advice will grow and the competition will increase for such help. This isn’t a matter of “certificates” and “universities,” it’s a matter of specific skill and behavioral sets that create a trusting bond and reliance. Trusted advisors are beyond coaches—they are comprehensive resources and supporters. The Modern Trusted Advisor employs important mastery traits, such as subordinating ego, applying shared experiences, and managing emotional, mental, and intellectual health. We are entering a world of “no normal” today and leaders must inspire others daily. This is the book that prepares you to inspire those leaders.
Author: Claire Akin
Publisher:
ISBN: 9781705950395
Category :
Languages : en
Pages : 160
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Book Description
The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.
Author: Robert J. Luna
Publisher: Trinadigm
ISBN: 9781935586494
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
- Have you ever wondered why investments always seem to go down after you buy them? - Are you overwhelmed by the number and complexity of investment choices? - Do you have a plan to create lifetime income from your investments, while preserving your principal? - Are you unsure how to find a good financial advisor and what to expect from one? In A Good Financial Advisor Will Tell You, authors Jeremy Kisner, CFP and Robert Luna, CIMA answer these common concerns and reveal what people really need to know to make better financial and investment decisions. Rather than write another boring book that explains stocks and mutual funds, the authors explore behavioral finance-the reasons why people make investing mistakes-and they teach readers how to avoid doing the same. Countless people amass small fortunes during their lifetimes only to squander them through inadequate planning and poor investments. We are all familiar with the celebrities who have lost it all. What is not reported in the press is how many middle class millionaires also lose it all. And an even larger number of people do not lose it all but could have left a legacy for generations if they had made better financial decisions. Most investors do not fare well precisely because they are human. Human beings are hard-wired to make decisions with their hearts or intuitions and then justify those decisions with logic. Greed and fear rule the day, but a better way exists that will allow investors to avoid mistakes and enjoy greater wealth and retirement income. After reading this book you will be a more educated investor and a better consumer of financial services.
Author: Jennifer Openshaw
Publisher: John Wiley & Sons
ISBN: 1118959078
Category : Business & Economics
Languages : en
Pages : 368
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Book Description
The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.
Author: Jayne K. Drake
Publisher: John Wiley & Sons
ISBN: 1118100921
Category : Education
Languages : en
Pages : 304
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Book Description
Strong academic advising has been found to be a key contributor to student persistence (Center for Public Education, 2012), and many are expected to play an advising role, including academic, career, and faculty advisors; counselors; tutors; and student affairs staff. Yet there is little training on how to do so. Various advising strategies exist, each of which has its own proponents. To serve increasingly complex higher education institutions around the world and their diverse student cohorts, academic advisors must understand multiple advising approaches and adroitly adapt them to their own student populations. Academic Advising Approaches outlines a wide variety of proven advising practices and strategies that help students master the necessary skills to achieve their academic and career goals. This book embeds theoretical bases within practical explanations and examples advisors can use in answering fundamental questions such as: What will make me a more effective advisor? What can I do to enhance student success? What conversations do I need to initiate with my colleagues to improve my unit, campus, and profession? Linking theory with practice, Academic Advising Approaches provides an accessible reference useful to all who serve in an advising role. Based upon accepted theories within the social sciences and humanities, the approaches covered include those incorporating developmental, learning-centered, appreciative, proactive, strengths-based, Socratic, and hermeneutic advising as well as those featuring advising as teaching, motivational interviewing, self-authorship, and advising as coaching. All advocate relationship-building as a means to encourage students to take charge of their own academic, personal, and professional progress. This book serves as the practice-based companion to Academic Advising: A Comprehensive Handbook, also from NACADA. Whereas the handbook addresses the concepts advisors and advising administrators need to know in order to build a success advising program, Academic Advising Approaches explains the delivery strategies successful advisors can use to help students make the most of their college experience.
Author: Patrick James Christian
Publisher: Universal-Publishers
ISBN: 1599428164
Category : History
Languages : en
Pages : 154
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Book Description
This book was written as a source of information and instruction, primarily for government and contractor personnel engaged in the conduct of combat advising, tribal engagement, provincial reconstruction, social development, and conflict resolution at the tribal, foreign military/government, or other sub-cultural level. It will also be of interest to the families and friends who remain behind and find the ongoing conflicts in Iraq, Afghanistan, Pakistan, Africa and Latin America incomprehensible. They may find that this guide helps to clarify at least the intended goals, if not the methodology, that deployed personnel are supposed to be following. Reviews "I finally finished Patrick Christian's work and can say it is one of the best perspectives I have read lately on tribal engagements. I will certainly keep it as a guide for any future deployments." -- Brigadier General Ed Reeder, CG, US Army Special Forces Command, Ft. Bragg, NC "A Combat Advisor's Guide to Tribal Engagement is on track to fill an important gap in advisor 'understanding' and will indeed provide a valuable guide." --BG Steven Salazar, CG 7th Army Training Command & Joint Multinational Training Command, Germany
