Protect Your Financial Services Firm With A Social Media Policy
Turning leads into real business opportunities at your financial firm
Social Media for Financial Advisors is Fraught with Rules
Increase Exposure for your Financial Services Via Twitter Chat
Social Media Can Help Improve Your Bank’s Image Among Consumers
By establishing a social media policy for your financial services firm now, you can avoid confusion and potential negative repercussions down the road. Many financial services firms have been reluctant to start using social media, and for good reason. While it can be a powerful medium, it also comes with a lot of legitimate concerns. [...]
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Networking is only the first step in the business development process. By taking a few steps right after a networking event, you’ll see a much greater return on investment from your efforts. Whether you love it or hate it, networking is one of the best ways to build your accounting or banking business. But are [...]
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Social media is a powerful tool for financial advisors, but you must be aware of the restrictions in place for your industry. I recently stumbled upon this article on BBR Marketing’s blog and wanted to share it with you. As you know, I am a huge proponent of social media, and have talked about its [...]
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By scheduling regular tweet chats on topics of interest to your followers, your bank, credit union or financial services firm will be viewed as a go-to resource for the latest information. So, you’ve been on Twitter for a while now. You are building a nice number of followers and are conversing with them on a [...]
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New and better practices are in order from banks to help rebuild public trust. But all the new policies in the world won’t make a bit of difference if no one knows about them. I recently read an article entitled, “The Formula for Winning and Losing Trust with Banking Customers.” It paints a pretty ugly, [...]
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Change isn’t always welcomed by everyone, so if your financial services firm or credit union want your old Facebook back, we offer some suggestions below. I have to admit, I was surprised by the amount of complaining I saw about the latest Facebook changes. Aren’t we used to changes on our social networking sites, especially [...]
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Participating in trade shows can be a great way to increase exposure for your firm and the services you provide. But to get the most from the experience, make sure you create a plan ahead of time so you are well prepared. As you may already know, you can’t just show up at the trade [...]
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The child abuse scandal at Penn State University offers some important lessons for any firm or business about crisis management: Be prepared to face the media and answer tough questions about what happened. Penn State’s leadership, including its president, board of trustees, athletic department and media relations staff, had been aware of the grand jury’s [...]
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Industry-specific social networking sites can help your accounting firm or bank reach your audiences with the right marketing message as well as network with professionals in the financial industry. Social networking sites come and go. Some don’t last long while others seem to be in it for the long haul. Each site has it’s own [...]
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Organized crime is getting more efficient and competent every day, and there are some lessons that banks and financial services firms can learn from their constantly changing tactics. I recently read an article entitled “What Business Can Learn from Organized Crime” by Marc Goodman in the Harvard Business Review that I loved so much, I [...]
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Ensuring clients are not only satisfied, but ecstatic, is important for any accounting or financial services provider. What do your clients think of your firm, personnel and services? Do you think you know or do you really know? When I read this article recently, Client Satisfaction Ratings Show Signs of Decline I was not surprised [...]
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With every piece of valuable content you write for the Web, you should put that much effort (maybe more) into marketing it. Just because you’ve written an incredible post on current tax laws or financial investing trends doesn’t mean people are going to read it. Your ideal readers might not even know it’s there! Brody [...]
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Enjoying what you do, seeing progress in your accomplishments and being recognized for your work does wonders for employee morale and a financial firm’s bottom line. At the end of the day, when you are driving home after a long, hard day, what makes you feel a sense of accomplishment? According to the Gallup-Healthways Well-Being [...]
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To get real results from your search engine optimization efforts, you should have a plan in place, establish how efforts will be measured against that plan and make sure everyone involved is on the same page. I’ve written a few posts about search engine optimization, typically talking about ways you can increase it organically through [...]
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Make sure your financial services firm is properly represented with a LinkedIn company profile. By now you should know that to get found on LinkedIn, you have to have a well-optimized, personal LinkedIn profile. This will, of course, also get you found on Google as well. But what about your financial services company? Many companies [...]
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Welcome to Corner the Market(ing)! Check out all of the advice on tips and trends in the financial services industry. I hope you'll find this content valuable and practical. You’ll find creative ideas and the latest information on social media trends and financial marketing strategies that you can use at your bank, accounting firm, investment firm or credit union .
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