The Social Media Handbook For Financial Advisors

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The Social Media Handbook for Financial Advisors

Author : Matthew Halloran
Publisher : John Wiley & Sons
ISBN 13 : 1118240863
Total Pages : 304 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Social Media Handbook for Financial Advisors by : Matthew Halloran

Download or read book The Social Media Handbook for Financial Advisors written by Matthew Halloran and published by John Wiley & Sons. This book was released on 2012-06-28 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Fa 4.0

Author : Cidney Carver
Publisher :
ISBN 13 : 9781432782078
Total Pages : 132 pages
Book Rating : 4.7/5 (82 download)

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Book Synopsis Fa 4.0 by : Cidney Carver

Download or read book Fa 4.0 written by Cidney Carver and published by . This book was released on 2012 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Social media is as a big of a paradigm shift for the financial services industry as the internet was. On the one hand we have some advisors jumping into Social Media initiatives with such things as Facebook, LinkedIn and Twitter without any defined purpose, strategy or real understanding of the media. Conversely a financial services firm, or practitioner, who avoids social media does so at their own risk. This book will help you understand Social Media and web 2.0 strategies so that you can make an informed decision on how to effectively use the technology. Even if you do not feel that your business needs to utilize these tools it is critical to be aware of what they are and how they work as these forms of communication become the norm from cradle to grave and womb to boardroom much like email has. Facebook, Twitter, Blogs and LinkedIn are no longer ?Çÿteenage fads but are being used day in and day out by most of your clients, employees and vendors. Gaining a basic understanding of these technologies, how they work and what they can be used for is critical to your success if not you viability in the future. Even if you personally decide that the use of social media is not for you this book will serve as a basic reference. Co-written by a top producing financial advisor and a social media expert this book is for those in the financial services industry but will serve as a guide to anyone who is interested in social media as a marketing an communications tool.Cidney Carver- held several high profile internships related to Social Media, served as Chief of Content for Erik Qualman (Socialnomics) and had several articles published on the topic of Social Media all before graduating from Suffolk University with a degree in Public Relations in 2011. Cidney currently lives in Tel Aviv, Israel and continues to consult on PR, marketing and techonolgy and write on the topic.

The Socially Savvy Advisor

Author : Jennifer Openshaw
Publisher : John Wiley & Sons
ISBN 13 : 1118959086
Total Pages : 368 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis The Socially Savvy Advisor by : Jennifer Openshaw

Download or read book The Socially Savvy Advisor written by Jennifer Openshaw and published by John Wiley & Sons. This book was released on 2014-11-13 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Social Advisor

Author : Amy McIlwain
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (135 download)

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Book Synopsis The Social Advisor by : Amy McIlwain

Download or read book The Social Advisor written by Amy McIlwain and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Social Media Handbook

Author : Nancy Flynn
Publisher : John Wiley & Sons
ISBN 13 : 1118084624
Total Pages : 386 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Social Media Handbook by : Nancy Flynn

Download or read book The Social Media Handbook written by Nancy Flynn and published by John Wiley & Sons. This book was released on 2012-03-06 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Social Media Handbook is a comprehensive risk and compliance management toolkit that walks employers step-by-step through the process of developing and implementing effective social media policy and compliance management programs that are designed to minimize—and in some cases prevent—social networking and web 2.0 risks and other electronic disasters. Throughout this important resource Nancy Flynn (an internationally recognized expert on workplace social media) offers a guide to best practices for creating safe, effective, and compliant electronic business communications. The book contains a thorough review of the risks inherent in employees' social media use and content and explores how organizations can help manage behavior, mitigate risks, and maximize compliance through the implementation of strategic social media compliance management programs. These programs combine written policies, supported by comprehensive employee education and are enforced by proven-effective technology tools. Once these policies and programs are in place employers can safely take advantage of the marketing and communications benefits offered by social media. Covering a wealth of material, the book includes vital information on topics such as social media and the law; managing records and e-discovery compliantly; regulatory compliance; privacy and security; blog risks and compliance rules; mobile devices drive social media risks; a seven-step plan for social media policy and compliance management; conducting a social media audit; creating social media policies; content rules and compliance; policy compliance and education; reputation management; and more. In addition to addressing pertinent topics on risk management, the book contains cautionary, real-life social networking disaster stories that show how organizations can lose revenue and reputations, reveals how employees can lose jobs, and explains how individuals can face public humiliation. The Social Media Handbook is a hands-on guide written for human resource professionals, information technology managers, legal professionals, compliance officers, records managers, and others who need to manage today's technology tools with up-to-date employment rules.

The Financial Services Marketing Handbook

Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
ISBN 13 : 1118065719
Total Pages : 214 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Financial Services Marketing Handbook by : Evelyn Ehrlich

Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-04-03 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Social Media Strategies for Dynamic Library Service Development

Author : Tella, Adeyinka
Publisher : IGI Global
ISBN 13 : 1466674164
Total Pages : 389 pages
Book Rating : 4.4/5 (666 download)

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Book Synopsis Social Media Strategies for Dynamic Library Service Development by : Tella, Adeyinka

Download or read book Social Media Strategies for Dynamic Library Service Development written by Tella, Adeyinka and published by IGI Global. This book was released on 2014-12-31 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: As social technologies continue to evolve, it is apparent that librarians and their clientele would benefit through participation in the digital social world. While there are benefits to implementing these technologies, many libraries also face challenges in the integration and usage of social media. Social Media Strategies for Dynamic Library Service Development discusses the integration of digital social networking into library practices. Highlighting the advantages and challenges faced by libraries in the application of social media, this publication is a critical reference source for professionals and researchers working within the fields of library and information science, as well as practitioners and executives interested in the utilization of social technologies in relation to knowledge management and organizational development.

The Million-dollar Financial Services Practice

Author : David J. Mullen (Jr.)
Publisher : Amacom
ISBN 13 : 0814431739
Total Pages : 354 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis The Million-dollar Financial Services Practice by : David J. Mullen (Jr.)

Download or read book The Million-dollar Financial Services Practice written by David J. Mullen (Jr.) and published by Amacom. This book was released on 2013 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

Knockout Networking for Financial Advisors and Other Sales Producers

Author : Michael Goldberg
Publisher : John Wiley & Sons
ISBN 13 : 1119649099
Total Pages : 304 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis Knockout Networking for Financial Advisors and Other Sales Producers by : Michael Goldberg

Download or read book Knockout Networking for Financial Advisors and Other Sales Producers written by Michael Goldberg and published by John Wiley & Sons. This book was released on 2020-04-07 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: 90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude. Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business. Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking. In this must read if youre a financial advisor book, you will learn how to: Confidently meet and greet new people in business settings Further define your Target Market to establish more and better connections Deliver a knockout elevator speech (not a script!) Generate more prospects and referrals from current client base Establish important relationships generating more business opportunities Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Rememberkeep the left up!

Handbook of Financial Decision Making

Author : Gilles Hilary
Publisher : Edward Elgar Publishing
ISBN 13 : 1802204172
Total Pages : 463 pages
Book Rating : 4.8/5 (22 download)

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Book Synopsis Handbook of Financial Decision Making by : Gilles Hilary

Download or read book Handbook of Financial Decision Making written by Gilles Hilary and published by Edward Elgar Publishing. This book was released on 2023-08-14 with total page 463 pages. Available in PDF, EPUB and Kindle. Book excerpt: This accessible Handbook provides an essential entry point for those with an interest in the increasingly complex subject of financial decision making. It sheds light on new paradigms in society and the ways that new tools from private actors have affected financial decision making. Covering a broad range of key topics in the area, leading researchers summarize the state-of-the-art in their respective areas of expertise, delineating their projections for the future.

Technology Tools for Today's High-Margin Practice

Author : David J. Drucker
Publisher : John Wiley & Sons
ISBN 13 : 1118434765
Total Pages : 240 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Technology Tools for Today's High-Margin Practice by : David J. Drucker

Download or read book Technology Tools for Today's High-Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

Electronic HRM in the Smart Era

Author : Tanya Bondarouk
Publisher : Emerald Group Publishing
ISBN 13 : 1787143155
Total Pages : 384 pages
Book Rating : 4.7/5 (871 download)

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Book Synopsis Electronic HRM in the Smart Era by : Tanya Bondarouk

Download or read book Electronic HRM in the Smart Era written by Tanya Bondarouk and published by Emerald Group Publishing. This book was released on 2017-08-26 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: This volume aims to critically reflect on the two-decades of the academic developments in the field of electronic HRM (e-HRM), and to analytically envisage its future developments. In this way, the volume greatly inform researchers, practitioners and university graduates about forthcoming developments in the field.

The Wealth Code 2.0

Author : Jason Vanclef
Publisher : John Wiley & Sons
ISBN 13 : 1118483367
Total Pages : 304 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis The Wealth Code 2.0 by : Jason Vanclef

Download or read book The Wealth Code 2.0 written by Jason Vanclef and published by John Wiley & Sons. This book was released on 2013-01-22 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Thoroughly revised and expanded, this trusted resource, from a financial planner and investment strategist, presents a comprehensive, easy-to-understand plan for maximizing investments and building a solid financial foundation for the future.

The Enduring Advisory Firm

Author : Mark C. Tibergien
Publisher : John Wiley & Sons
ISBN 13 : 1119108764
Total Pages : 213 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis The Enduring Advisory Firm by : Mark C. Tibergien

Download or read book The Enduring Advisory Firm written by Mark C. Tibergien and published by John Wiley & Sons. This book was released on 2016-11-30 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

The Social Media Management Handbook

Author : Robert Wollan
Publisher : John Wiley & Sons
ISBN 13 : 0470651245
Total Pages : 352 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis The Social Media Management Handbook by : Robert Wollan

Download or read book The Social Media Management Handbook written by Robert Wollan and published by John Wiley & Sons. This book was released on 2011-01-04 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: How do organizations manage social media effectively? Every organization wants to implement social media, but it is difficult to create processes and mange employees to make this happen. Most social media books focus on strategies for communicating with customers, but they fail to address the internal process that takes place within a business before those strategies can be implemented. This book is geared toward helping you manage every step of the process required to use social media for business. The Social Media Management Handbook provides a complete toolbox for defining and practicing a coherent social media strategy. It is a comprehensive resource for bringing together such disparate areas as IT, customer service, sales, communications, and more to meet social media goals. Wollan and Smith and their Accenture team explain policies, procedures, roles and responsibilities, metrics, strategies, incentives, and legal issues that may arise. You will learn how to: Empower employees and teams to utilize social media effectively throughout the organization Measure the ROI of social media investments and ensure appropriate business value is achieved over time Make smarter decisions, make them more quickly, and make them stick Get the most out of your social media investment and fully leverage its benefits at your company with The Social Media Management Handbook.

Social Media Strategy Planner for Financial Advisers, IFAs, Wealth Managers and Financial Planners

Author : Philip Calvert
Publisher :
ISBN 13 : 9781703984842
Total Pages : 135 pages
Book Rating : 4.9/5 (848 download)

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Book Synopsis Social Media Strategy Planner for Financial Advisers, IFAs, Wealth Managers and Financial Planners by : Philip Calvert

Download or read book Social Media Strategy Planner for Financial Advisers, IFAs, Wealth Managers and Financial Planners written by Philip Calvert and published by . This book was released on 2019-10-30 with total page 135 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you an IFA, Financial Planner, Wealth Manager or professional Financial Adviser looking to attract more of your ideal clients through Social Media - but not sure how to get started?? In a world where consumers needing help with financial planning have a wealth of choices as to how they find, assess, refer and choose an adviser, IFAs and professional financial advisers have a golden opportunity to raise their profile, differentiate themselves and add value. However, with many advisers being late to the Social Media party, they are playing catch up with those who already have a clear online marketing strategy. This book helps financial advisers to get a clear picture of their ideal clients and how to create a Social Media strategy which helps them to stand out from the crowd, achieve their business goals and to attract more of the clients they really want. This is NOT a 'How To Use Twitter' guide, but a practical workbook to help you design your own Social Media strategy that you and your entire team can buy into and put into action. It also includes a ready-made Value Based Social Media Strategy for Financial Advisers. Order your copy of this valuable planner now...

The Financial Services Marketing Handbook

Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
ISBN 13 : 111823636X
Total Pages : 214 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Financial Services Marketing Handbook by : Evelyn Ehrlich

Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-02-08 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.