Peter Montoya Peter Haines Dennis Gallant Phillip Palaveev
B/D & ADVISOR MARKETING IN TODAYS WORLD
SOCIAL NETWORKING
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Looks like three vendors - Facetime, Socialware and LinkedFA - have entered the arena with B/D solutions aimed at making social networking sites like the Big Three - Facebook, Twitter and Linkedin - Finra, as well as B/D, compliant. Not a moment too soon, either. Here are links to articles on all three.
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Links to articles previously published about all three options:
Facetime Launches Security App for Social Networks Click here Socialware Could Bring B/D's Into the Modern World Click here LinkedFA - New Networking Site for Advisors Said to Comply with Finra Regs Click here
INTERNET AND WEBSITE MARKETING
Internet based marketing uses a lot of jargon and terms that can be very confusing, if not daunting, to the new entrant. To help with this, we provide a link to an on-line glossary of terms and an internet marketing dictonary, so when your new web developer mentions "A/B Testing" or "Affiliate Marketing" or "Multivariate Testing" - you'll be able to have an idea about what they're talking about. Once you get past all the distinctive language, and get used to the lexicon of on-line website marketing, it's pretty straight forward - at least in terms of the basics.
Website and Internet Based Marketing Glossary: Click here
One piece of advice - Don't skimp on the look of your web site and other marketing. You wouldn't show up to a meeting with a new cleint in jeans and a tee-shirt, right? In this day and age a new prospects first impression of you and your firm is bound to be your web site. You want that first impression to be as good as it can be and to set you a part from your competitors. As Crash Davis once said in the film Bull Durham - "Think classy, and you'll be classy".
PRACTICE MANAGEMENT
Driving Advisor Production with Actionable Analytics; Breaking the 80/20 Rule - By Dennis Gallant Click Here Advisors of the World - Consolidate! - By Philip Palaveev Click Here Want to Motivate a Team? The Most Motivating Speech Ever May Have Been Largely Overlooked Click Here SALES
12 Ways to Improve Your Listening Skills & Improve Your Sales Results (Click Here) MARKETING
Don't Be Anonymous: Why You Should Name Your Company After Yourself - By Peter Montoya
Branding Communications, It's What's For Dinner - By Peter Haines
Marketing Articles By Peter Montoya
Marketing Articles By Peter Haines
Wholesaling
PLUS Extra Surprise: Two Sales Pitch Scenes From the Film "Boiler Room"