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Advertising
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iPad Offers A Great Way For Private Wealth Advisors To Make Marketing Videos And Save About $3,000 By Eliminating Need For Touch Screen Monitor |
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Friday, March 09, 2012 16:40
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Tags: client communications | differentiation | marketing | niche management | prospecting | Social Media | target marketing | videos The new iPad, when combined with the new Apple TV solution, provides a great way for investment advisors to make their own marketing videos.
I spent about 10 hours in recent months researching big touch-screen TVs and touch screen overlays. The idea I was chasing would help advisors make cool marketing videos. You would video yourself standing in front of a 50- or 65-inch touch screen LCD delivering a PowerPoint based on Fritz Meyer or Bob Keebler presentations. You’d be like CNN’s chief White House correspondent, John King, pushing slides and on your TV and clicking links on the screen—like Tom Cruise in the movie Minority Report. If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now |  |
Such a video is far more interesting to watch than a slide show because it shows your face and body language. This Web marketing idea is powerful for strong communicators, especially photogenic ones.
If you put yourself out there in Web videos with sensible financial planning and investment ideas, you’ll get an audience from search engines.
Touch screen TVs aren’t cheap, however. The one I was eyeing costs about $5000. Touch screen overlays seemed like the better way to go. With an overlay, you can do all the same things as a touch screen. Touch screen overlays have an advantage, however: big touch screen TVs are commercial grade. They're built to take a licking. But they don’t match the technical specifications you get on a much less expensive consumer TV model. But if you won’t be shipping the TV frequently or rolling it around your building, you could get a less durable consumer model with much higher contrast ratio, better color, and even 3-D.
I've waiting for the new generation of OLED TVs to come out this spring and summer to make my move, and then I bought an iPad and figured out a way to eliminate the need for a touch screen or overlay. That’s a way to save $3,000!
The new iPad comes with a new version of Apple TV, which costs $99. This appliance enables you to stream any content on your iPad to an HDTV. Instead of needing a touch screen to control a slide show or Website on big screen, you use your iPad to control what’s displayed on your HDTV. For aging athletes like myself who may not always look very graceful moving items across a big screen, this is good.
Picture yourself all dressed up in a well-lit room getting videoed while delivering a presentation on an income tax strategy for Silicon Valley executives with stock options. Or maybe you’d talk about cash-flow challenges faced by young doctors. Or you could do a 10 minute video targeted local CPAs about the current economic environment. You're using an iPad to control the presentation while you're being videoed. Mostly you're talking into a camera standing in front of a big screen, and every once in a while you're using you're iPad to move the preentation forward. You can do this!
Videos with targeted content indexed by search engines should improve your chances of getting found by your target clients. Also, if you’re friendly and mean to do good for people, it will show up in your videos. The camera does not lie, and the Web will help you get found.
I’ll be getting my iPad in about a week and will let you know how it works out.
If you’re doing this already, let us know.
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Authenticity Is Key To Success For Advisors Using Social Media, Giving Fiduciaries A Natural Edge |
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Friday, February 24, 2012 20:20
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Tags: client communications | differentiation | fiduciaries | marketing | niche management | Social Media The din from social media experts telling advisors how to tweet, blog, and create other content is at high pitch. The one thing I would add is a call for authenticity. People will read if you are authentic. You need to speak from the heart and you must be willing to call things as you see them. For advisors, that means writing blog entries and creating other content that explains why you practice the way you do.
For an advisor to be successful with social media, you must write what you are passionate about -- your values -- and how they are reflected in the way you counsel clients. (And when I say “write,” I mean creation of all kinds of content: webinars, Slidecasts, videos, status updates, or forms of content.) If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
Write a blog post about why you don’t use a particular type of financial product. Post a Slidecast explaining why you choose to work with a particular institution. Post a video of you speaking to a group about why you beleive in financial planning, use an indexing strategy, and the riders on different long-term care insurance policies. Your candor on “inside baseball” issues where you are the expert would be appreciated and draw an audience.
If you blog regularly about your professional passions, you are also likely to find they are excellent keywords. It will draw those searching the Web for information about the professional issues you care about deeply. That's a good meeting of minds.
If you start telling people about the dirty little secrets of getting financial advice, they will find it valuable.
Which is why fiduciaries have a real advantage over private wealth advisors not practicing as a fiduciary.
To be a fiduciary, you have to be willing to blow the whistle on all the nonsense that goes on in the industry, in charging excessive fees or commissions or other common practices with which you disagree. You have to be willing to be totally transparent. Totally authentic.
If you write about wealth management issues from this perspective, from the angle of always doing the right thing, the Internet will entrust you with people who care about your opinion on financial matters and may one day give you call and hire you.
Authenticity isn’t easy. But what’s even more rare is to be authentic and great at creating Web content.
People on the Internet will find you if you create great content. You don’t need to be a professional writer or videographer—although being able to produce well-written, easy-to-consume content is important an strength that can make success much more likely.
But if you simply say what you believe about your professional passions in advising on wealth management, you are likely to find success with social media marketing.
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Actiance Announces Socialite Engage to Help Financial Advisors Strengthen Client Relationships and Drive New Business Through Social Media |
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Tuesday, January 31, 2012 16:25
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Tags: broker-dealers | client communications | compliance | marketing | Social Media Actiance, a social media compliance company today announced release of its Socialite Engage app for financial advisors. Hype psrings from the page of its press release.
If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
A marketing executive from Raymond James is quoted in the Actiance press release saying 1,200 advisors were using social media within three weeks. We have no idea which division of Raymond James is using the Actiance system. For that matter, the release does not actually say RJ's 1,200 advisors are using Actiance's system.
In an example of how social media is being hyped to advisors, the press release says Actiance Socialite Engage will "ensure authenticity of voice" by providing advisors content. Details about how Actiance ensures the authenticity of your voice are scant, however, other than to say Actiance is providing canned content with its Socialite Engage compiance and metrics system for broker-dealers.
The list of features is impressive, however:
Other features and functionality of Socialite Engage include:
- An aggregated news feed from Facebook, LinkedIn and Twitter
- Find and establish key connections and tailor your activities to match theirs
- Share pre-approved library and/or tailored content to provide authenticity of voice
- Leverage crowdsourced content across teams to improve interaction
- Full integration with compliance controls for content, feature access and record keeping
- Advanced analytics show engagement, trends and social graph growth
- Central content creators can use gamification tools to drive adoption and aggregate results from distributed team usage
Actiance is one of a group of social media compliance vendors being adopted by independent BDs in recent months. Others include Socialware, Heresay, and Erado.
They are all interested in scaling their systems for BDs. RIAs and IA reps are an afterthought because their systems are made to suit the needs of enterprises with hundreds or thousands of advisors.
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Social Media Adoption By RIAs and Broker/Dealers |
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Monday, January 30, 2012 01:06
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Tags: broker-dealers | client communications | independent broker-dealers | investment advisors | RIA compliance | RIAs | Social Media Investment advisers and independent broker/dealers are adopting social media as I expected they would: B/Ds are using crappy content and automation technology, while the large majority of RIAs mostly ignore social media marketing.
If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
Broker-dealers made the same mistakes 15 years ago in adopting registered representative websites. They approached it as a compliance- technology issue. The BDs struck deals with vendors with almost no regard for content. To this day, most financial advisor websites read like reference books.
RIAs meanwhile are also behaving as expected. A large majority of RIAs are making no serious effort at social marketing. RIAs are always very slow to adopt new ideas. Most investment advisors know social media isn’t a fad but have other ideas about how to spend marketing dollars. Most IA reps laugh at the idea that anyone would give you $1 million to manage after meeting you on LinkedIn.
While this assessment of BD and RIA social media marketing is valid, this artticle plugs Advisor Products solutions and that's why it's posted on the Advisor Products Marketing & Technology Blog.
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Intelligent Content Suddenly Matters In An Age Of Social Networking |
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Monday, January 16, 2012 03:36
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Tags: client communications | marketing | prospecting | Social Media “Canned content” — that’s how investment advisors often refer to articles Advisor Products posts on advisor websites. In an age of social networking, however, that’s changing. The content Advisor Products makes available on over 1,100 investment advisor websites is valuable in a social media stream. If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
Social Media Content Stream For Financial Advisors, a new solution from Advisor Products, uses videos and articles created by Advisor Products and posted to your website as the basis for a social media content stream about wealth management.
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