From IRiS
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Summary: The old adage “Plan your work and work your plan” may be cliché but is often the difference between success and failure to execute your marketing goals. Start by defining very specific and measurable goals. Try to set short term and long term goals that are reasonable and achievable. Next, develop a strategy that details the tactics, resources, budget, and schedule.
From InvestmentNews
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Summary: With more financial advisers active on social media than ever before, now is the time to learn how to craft better tweets. Engaging your target audience via Twitter is not all that straightforward, after all.
From InvestmentNews
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Summary: As a successful financial adviser, you soon may find yourself leading a team, or adding more staff. Such responsibility comes with expectations that you'll be a good leader and an effective decision maker. While increased responsibility can be daunting — even overwhelming — there are actions that you can take to prepare yourself to perform well in your new role.
From Think Advisor
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Summary: A few years ago, I asked the financial planning class that I was teaching who invented the light bulb. One seemingly bright student answered, “Benjamin Franklin, who flew a kite that was hit by lightning and he trapped electricity in a jar.” I tried not to hold this answer against him when it came time to hand out final grades.
From InvestmentNews
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Summary: For years, companies have focused on optimizing their corporate websites to show off their brands. Fortune 500 companies spend billions of dollars each year on brand marketing and a lot of their digital traffic is driven toward company websites. According to a recent eMarketer report, digital ad spending in the U.S. will be nearly $60 billion this year, over $7 billion of which will be spent by companies in the financial services industry.
