Tips for Developing an Effective Social Media Presence

Posted by Sarah Howes

October 31, 2017 at 10:00 AM

Love it or hate it, social media is a great way to differentiate yourself and connect with clients and prospects. You no longer have to rely solely on phone calls and in-person meetings to connect. Now, you have the option of simply writing something that has the potential to make an impact on many people at once. Think of the possibilities!

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Topics: Social Media, Marketing

Could This Work for Me? Evaluating New Marketing Opportunities

Posted by Sarah Howes

August 9, 2017 at 1:30 PM

As a director on the Marketing team here at Commonwealth, I get a lot of calls from advisors asking my opinion on marketing ideas they’re thinking of trying:

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Topics: Marketing

Niche Marketing Strategies for Financial Advisors

Posted by Sarah Howes

June 14, 2017 at 1:30 PM

Do you want to grow your firm beyond organic referrals but find traditional marketing techniques frustrating? If so, you're not alone! Given that the average individual in the U.S. is exposed to numerous marketing messages every day, it's harder than ever to find marketing activities that lead to specific, measurable results. What can you do to help your firm stand out among the clutter?

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Topics: Marketing

LinkedIn for Financial Advisors: Is a Premium Account for You?

Posted by Lori Yaverbaum

May 3, 2017 at 1:30 PM

As you're likely aware, there are numerous benefits of LinkedIn for financial advisors, including finding prospects and sharing content to help establish yourself as a thought leader in the industry. Most advisors I speak with have a "free" LinkedIn account but ask me if an upgrade to a premium account (e.g., Sales Navigator, Business Premium) is worth the investment. My response is that although I find LinkedIn to be an incredibly useful tool—and believe that a premium account can improve marketing efforts—it’s important to understand the benefits you’ll actually get with a premium account before you decide if an upgrade is something that might work for you.

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Topics: Social Media, Marketing

5 (More) Social Media Shortcuts for Financial Advisors

Posted by Alicia Newton

March 8, 2017 at 1:30 PM

With all of the responsibilities that come with running your own business, keeping up on social media can be a daunting task. Once you commit to building your online presence as part of your marketing strategy, however, you must be an active user in order to reap the benefits. But how can you possibly find the time to keep your momentum going, research fresh content to post, and engage with users?

To help you meet this challenge, in a previous post we compiled five social media shortcuts for financial advisors—but now we're back with even more! The simple tips discussed here will both save you time and boost your online presence in the most efficient way possible.

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Topics: Social Media, Marketing

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