advisorsocial.com
AdvisorSocial | Resources
http://www.advisorsocial.com/resources.html
Social Media Setup, Integration & Marketing for Financial Advisors. Here are a few additional resources you might find useful. A Good Video by fi360. Email Marketing w/ Social Media Integration. Blog posts automatically get emailed to your contact list). Push email campaigns to social networks). Our goal is not to build a platform; it’s to. Be across all of them. - Mark Zuckerberg. 1436 A Street, Suite 103. Washougal, WA 98671. A Service by Make It A Great Day, Inc. Powered by AdvisorFlex Websites.
kristenluke.wordpress.com
April | 2011 | Wealth Management Marketing's Blog: Presented by Kristen Luke
https://kristenluke.wordpress.com/2011/04
Skip to search - Accesskey = s. Wealth Management Marketing's Blog: Presented by Kristen Luke. How to Take Advantage of the CFP Awareness Campaign. By Kristen Luke on April 24, 2011. Last week, the Certified Financial Planner Board of Standards launched a four year, $36 million dollar national public awareness campaign called Let’s Make a Plan . Let’s Make a Plan. Let’s Make a Plan. Professionals are ethical and are focused on overall planning through the comprehensive evaluations they provide to clients.
kristenluke.wordpress.com
August | 2011 | Wealth Management Marketing's Blog: Presented by Kristen Luke
https://kristenluke.wordpress.com/2011/08
Skip to search - Accesskey = s. Wealth Management Marketing's Blog: Presented by Kristen Luke. What You Don’t Know About Stock Photos Can Hurt You. By Kristen Luke on August 22, 2011. For prices ranging from nearly free to several thousands of dollars. But if not properly planned for and managed, stock photos can become expensive and even a liability. Before you use stock images, make sure you understand not only what you plan on using them for, but also that you understand the license for use. It is a m...
kristenluke.wordpress.com
August | 2010 | Wealth Management Marketing's Blog: Presented by Kristen Luke
https://kristenluke.wordpress.com/2010/08
Skip to search - Accesskey = s. Wealth Management Marketing's Blog: Presented by Kristen Luke. Five Steps to Choosing the Right Marketing Firm. By Kristen Luke on August 29, 2010. Step 1: Identify Needs. Branding (e.g. logo development, stationery). Messaging platform (e.g. elevator pitch, unique value proposition). Copy writing (e.g. articles, white papers, books). Step 2: Identify Requirements and Qualifications. Do I want a freelancer, boutique firm, or large agency? Note: If you only plan on a few sm...
kristenluke.wordpress.com
October | 2011 | Wealth Management Marketing's Blog: Presented by Kristen Luke
https://kristenluke.wordpress.com/2011/10
Skip to search - Accesskey = s. Wealth Management Marketing's Blog: Presented by Kristen Luke. Best Practices for Creating Presentations for Use on an iPad. By staffcontributor on October 17, 2011. The iPad makes for an excellent presentation tool. It’s light, portable, and clearly made for delivering eye-catching visuals. Below are some of our tips for ensuring your presentations look their best when viewed on an iPad. Things to Consider before Creating Your Presentation. First off, when designing your ...
miagd.com
Recommend Providers | Make It A Great Day, Inc.
http://www.miagd.com/resources/recommend-providers.html
Here are a few additional resources you might find useful. Industry News, Coaching, and Technology. Technology Tools For Today (T3). Investment News Tech Directory. S&P Capital IQ Financial Communications. Blog posts automatically get emailed to your contact list). Push email campaigns to social networks). Recommended - ask for Brian R. Lauzon, CFA). NorthPoint Compliance, LLC. ACA Compliance Group (ACA). Social Media and Website Archiving. Social medial email website). Outlook 365 or BCC your BD).
ghmltn.blogspot.com
The view from the hills: July 2013
http://ghmltn.blogspot.com/2013_07_01_archive.html
The view from the hills. Of life, politics and other stuff. Friday, 19 July 2013. I originally posted this in 2011 (from a British perspective). Tonight, as Detroit files for bankruptcy it seems worth revisiting it. At a time where public sector pensions have been at the heart of our national debate its worth thinking about what happened in the United States. Why? Because expensive and outdated pension schemes have destroyed the auto manufacturing industry in Detroit and with it the city! Detroit and the...
kristenluke.wordpress.com
November | 2010 | Wealth Management Marketing's Blog: Presented by Kristen Luke
https://kristenluke.wordpress.com/2010/11
Skip to search - Accesskey = s. Wealth Management Marketing's Blog: Presented by Kristen Luke. Five Things to Look for When Hiring a Marketing Coordinator. Posted in Marketing Plan. By Kristen Luke on November 21, 2010. When a firm begins to initiate marketing activities, the first question is, who is going to do all this work? 1 Basic Graphic Design Skills. 2 Basic Understanding of HTML. A marketing coordinator should have basic understanding of HTML in order to update your website and create email mark...
ampformarketing.com
I got an iPad. Now what? | Amp for Marketing
http://ampformarketing.com/i-got-an-ipad-now-what
Financial Advisor Marketing – Financial Advisor Sales Tool. See Plans and Pricing. I got an iPad. Now what? May 1, 2012. Want to find out how you can get more out of your iPad? Here’s a presentation that we did with Kristen Luke of Wealth Management Marketing. On apps and presentation tools for getting more out of your iPad. The presentation was part of FPA’s Virtual Learning Center. Tags: best ipad apps for financial advisors. Best ipad apps for insurance agents. Enter your email address:.
kristenluke.wordpress.com
September | 2010 | Wealth Management Marketing's Blog: Presented by Kristen Luke
https://kristenluke.wordpress.com/2010/09
Skip to search - Accesskey = s. Wealth Management Marketing's Blog: Presented by Kristen Luke. Designing Your Marketing Strategy Around Your Ideal Client. Posted in Niche Marketing. By Kristen Luke on September 26, 2010. This past week I attended the NAPFA Practice Management and Investments Conference in San Diego. One of my favorite tips was from Tracy Beckes. Centers of Influence (COI) Marketing. Partner with other professionals to host the workshops discussed under Direct Marketing. Share blog articl...
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