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Investment Advisor July 1, 2011 Bill Bongiorno |
Summer Doldrums? Time to Grow Through Media Exposure Take advantage of down time this summer and market your firm to the media. |
On Wall Street July 25, 2011 Bill Bongiorno |
Grabbing Media Exposure This month is a great opportunity for financial advisors to garner some media exposure. |
Financial Planning May 1, 2011 Marie Swift |
Client Communications 2.0 Here's what advisors need to know to communicate with new clients who are more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services. |
Commercial Investment Real Estate May/Jun 2006 Peter L. Mosca |
Meet the Press Media surrounds us in our daily lives and whether we seek the spotlight or hide from it, sooner or later, a commercial real estate professional may be required to play a public role. Build your brand by becoming a go-to media source in your market. |
Investment Advisor January 2010 Robert F. Keane |
Cover Story: Reinvention Time Hanson McClain, named after its founding partners thinks it has figured out how to serve clients with lower asset levels. |
Financial Planning October 1, 2006 Swift & Gary |
12 Media Don'ts As a financial advisor, print media can boost your profile and sales, but you have to treat journalists right to keep them coming back for more. Here's how. |
Investment Advisor May 2006 James J. Green |
IA Leaders: Growing by Design An interview with Investment Advisor Leader Council member Scott Hanson: On the state of your practice... On your partnerships... On past experiences that affected how you run your practice now... On your clients... etc. |
Investment Advisor August 2007 Robert F. Keane |
Speaking Out Don't be shy about marketing yourself. You have a story to tell. The reality is that most financial advisors think marketing is a dirty word, but properly promoting yourself can bring you more of the types of clients that you want. |
Financial Advisor June 2008 Tracey Longo |
It's How You Arrive Scott Hansen, co-founder of Hanson McClain, has no intentions of increasing his $250,000 minimum for new clients. And if he could figure out a way to work with people who only had $100,000 to invest, he'd do it. |
Investment Advisor August 2005 |
The Gurus Speak What's the biggest challenge for independent financial advisors? 15 marketing experts weigh-in: Talk About Your Journey... Have a Clear Plan... Specify Goals... etc. |
Financial Planning September 1, 2007 John J. Bowen Jr. |
Authority Figure Establishing credibility and becoming a recognized authority to your clients can't happen overnight. You need to start with a base and then build upon it layer by layer. This 12-step process can get you going. |
The Motley Fool March 30, 2006 Warren Gump |
Finally, Some Good News Extra! Extra! Potential gems amid the newspaper industry's turmoil: Dow Jones... Washington Post Co... etc. |
Financial Planning March 1, 2010 John J. Bowen, Jr. |
Group Therapy Thanks to some positive developments in the markets and economy, advisors have been able to move away from defensive activities and focus on offensive maneuvers designed to win new business and build their practices. |
Search Engine Watch August 4, 2010 Jeremy Bencken |
New Strategies for Getting Links from Newspapers The recent difficulty of obtaining links in news coverage requires some strategic adjustments for link builders. Here are some tips to help your public relations efforts yield links. |
Financial Planning July 1, 2011 Bob Veres |
Lessons for Success Here are some key life lessons successful advisors had learned -- issues that, if you master them, can lead to a life and career that's extraordinary. |
InternetNews November 9, 2005 Tim Gray |
'Net Effect: Shrinking Newsprint Newspaper circulation slides as online access grows. |
Salon.com September 19, 2002 Neil Steinberg |
Anatomy of Bob Greene The Chicago columnist crusaded on behalf of abused kids. Then he got fired for having sex with a teenage subject. |
Investment Advisor January 2010 Robert F. Keane |
It's Just Business When Scott Hanson talks about Hanson McClain's new venture to serve the middle class, he puts it into a business perspective, and explains why he and partner Pat McClain expect the venture to be successful. |
Financial Advisor December 2006 Mary Rowland |
The Real Scoop On Manipulating The Press Financial advisors need to understand that talking to journalists is not a substitute for working on a marketing plan. |
Entrepreneur August 2008 Chris Penttila |
Going, Going, Gone? Coverage for your business in the local newspaper might be increasingly hard to come by. |
Investment Advisor January 2010 Robert F. Keane |
About the Firm Important facts and figures about Hanson McClain, an advisory firm from Sacramento, Ca. |
Financial Planning August 1, 2011 Temma Ehrenfeld |
Person of Interest: Where Pension Work Still Prevails A planner can serve many clients by studying one company's pension offerings. |
The Motley Fool November 6, 2006 Jack Uldrich |
Extra, Extra: Google Goes to Print The online giant moves into newspaper advertising. This is a big deal for all involved. Google appears to have struck upon a win-win deal that will help traditional newspapers halt their declining ad revenues, while opening up yet another lucrative source of revenue for itself. |
Investment Advisor December 2009 Bob Clark |
Clark at Large: An Expert's Expert To regain former asset levels independent advisors will have to do a better job of getting out their client-oriented message. |
Financial Planning May 1, 2011 Mike Byrnes |
The Snowball Effect Smart advisors define their goals so that they don't waste time when using social media. They decide who to "follow," "friend" and "link in" to, and the news sources they and their clients will want to read. |
The Motley Fool October 1, 2004 Dave Marino-Nachison |
Washington Post Looking at Slate Is the newspaper publisher's interest in the online magazine a stab at building a pay product? |
Salon.com July 19, 2001 Kevin Berger |
The incredible vanishing book review In the age of market research, newspaper editors have decreed that their readers just don't care about books... |
Investment Advisor March 2008 Angela Herbers |
Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door. |
Investment Advisor January 2006 Bob Clark |
Clark at Large: Robert's Rules For financial advisors who pen their own articles, here are some tips on being a more effective writer. |
Investment Advisor August 2006 Susan L. Hirshman |
The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs. |
The Motley Fool January 22, 2007 David Lee Smith |
The Times, It Is A-Marketing The New York Times gets the word out to boost sales. But will the new campaign really change the company's fortunes much? Investors, take note. |
The Motley Fool January 22, 2007 David Lee Smith |
Blog Time in Newspaperville The last best hope of the dailies. Newspapers' own blog pages appear to be generating traffic at a rapidly expanding rate. |
The Motley Fool December 6, 2006 Emil Lee |
An Opportunity for Innovation If newspapers as an industry could more effectively transition their revenue-generating sources and distribution mechanisms online, then they could benefit readers and shareholders alike. |
Registered Rep. October 1, 2005 Mindy Diamond |
What Size Pond? It is important for advisors to find a firm that is a good fit for their particular goals. In many cases, small firms work well. For advisors looking to expand their books aggressively, larger firms are often -- but not always -- a good option. |
Financial Advisor November 2006 David J. Drucker |
Who Needs To Market? The question about marketing isn't just how, it's if. Not every advisor wants to market, nor do they need to market. The need depends on three things: your time in the profession, the rate of growth you desire (if any) and the way you practice. |
Financial Advisor June 2011 Michael W. Byrnes |
Social Media Networking Becomes Even More Important Whether a believer or disbeliever in the power of social media, it is important to see the trends and know how business will be impacted. This article shares three things to keep up with as the industry evolves. |
The Motley Fool March 4, 2009 Tim Beyers |
A Better Plan for the Newspaper Industry Varying ideas for how to save the newspaper industry have floated to the surface in recent weeks. Let's take a look at a few of them. |
The Motley Fool March 16, 2010 Alyce Lomax |
More Bad News for News Most folks don't want to pay to stay informed. |
Entrepreneur June 2008 Kim T. Gordon |
Read All About It Newsflash! Here's how to reach newspaper readers in print, online or both. |
Financial Planning March 1, 2013 |
Women Advisors Forum: Build Specialized Skills Many women say their current financial professionals don t measure up. Shouldn't you be offering your services instead? |
InternetNews August 25, 2006 Nicholas Carlson |
Good News for Newspapers? A new report weighs in on whether newspaper Web sites are helping or hurting the old media institutions. |
Investment Advisor July 2008 Angela Herbers |
Learning to Listen Like many of their clients, it usually takes a few hard knocks for financial advisors to take advice |
Financial Advisor June 2005 Grove & Prince |
Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy. |
Financial Planning March 1, 2011 Stephanie Bogan |
Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself. |
Financial Planning May 1, 2008 John J. Bowen |
The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors. |
Investment Advisor February 2008 Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Investment Advisor November 17, 2010 Peter Montoya |
Wasted Time, Wasted Money, and Wasted Hope These Hail Mary marketing strategies are almost guaranteed to fail |
Registered Rep. June 1, 2004 Matt Oechsli |
Five Steps to Rebranding In order to attract the most lucrative clients, advisors understand they need to transform themselves from investment managers to wealth managers. The problem is communicating this shift to clients. |
Investment Advisor January 2010 Robert F. Keane |
The Power of Radio Every Saturday afternoon Scott Hanson and Pat McClain conduct a live call-in show called Hanson McClain Money Matters. |
Investment Advisor August 2005 James J. Green |
Editor's Note: Just do it Financial advisors must make a marketing plan and, just like an investment portfolio, you must monitor that plan, rebalance, and reallocate it as conditions change. |