Stephen and Kevin Show Episode 10: Top 3 LinkedIn Sales Tactics. More good stuff for financial advisors from the Oeschli Institute. See their LinkedIn Social Selling Webinar Series.
Is There a High Yield Strategy in Your Portfolio?
Tracking #highyield @SBlumenthalCMG on theStreet – CMG AdvisorCentral http://t.co/I4SfgNQnVE pic.twitter.com/lPfzb9KPxS
— CMG Wealth (@askcmg) May 27, 2015
An ETF Strategist Can Help Build Stronger Portfolios, Blumenthal Tells ETF Trends
Steve Blumenthal speaks to Tom Lydon at Inside ETFs in Hollywood, Florida.
CMG Capital Management Group (CMG) CEO and founder Stephen Blumenthal joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how financial advisors can better work with ETF strategists to bolster client portfolios.
Master Closing With 3 Simple Approaches
Mike Sciortino, Head of Distribution, CMG Capital Management Group
We welcome a new contributor to the InfluenceAdvisor blog – Mike Sciortino, EVP and Head of Distribution at CMG Capital Management Group.
Mike Sciortino has more than 30 years experience in the investment management business. Mike speaks at Conferences and writes often about how advisors can differentiate themselves, grow their practice, and improve their lives through time-tested processes. See all of Mike’s stories for CMG Advisor Central. Connect with Mike on LinkedIn.
By Mike Sciortino
Harvey Mackay said, ” You learn when you listen, you earn when you listen – not just money, but respect.”
Google Tweak Reminds FAs to Get Mobile-Friendly
“A change next month in how websites will show up in some Google searches could signal an opportunity for financial advisors to stand out from competitors in an increasingly mobile world,” writes Tom Coyle in Financial Advisor IQ. Tom quotes me in the story.
Monetary Moves In Japan Are A Game Changer, Blumenthal Tells IBD
“It’s a game changer,” Steve Blumenthal, CEO of CMG Capital Management Group, told Investor’s Businsess Daily in the story Three Best Reasons To Invest In The Currency-Hedging ETFs.
Blumenthal was referring to Friday’s news that the Bank of Japan is massively scaling up its bond-buying program. Both the nation’s central bank and its state pension fund also plan to buy domestic and foreign stocks.
Financial Advisors Deserve More dough
What advisor wouldn’t like more dough? Maybe you can get it, if you follow the smart people at dough, the online trading and finance platform from the geniuses who also bring you tastytrade.
Investors are generally more active and involved with their investments now. They expect more from their advisor than a pre-packaged, pre-calibrated buy and hold strategy. dough and tastytrade can help you become an involved, self-directed, confident investor.
This Is How We Communicate Now
Wasn’t Chelsea just a gawky kid running around the White House? Did this just happen? Chelsea Tweets her birth, Bill and Hillary re-Tweet and post on Facebook and then the AP picks it up? Wire services follow social media, and media savvy grandparents cover the globe with a single Tweet.
Tweets We Love @prforadvisors
Tweets we love! Thanks Tim. We’re running emarketeer through a trial. These Features videos give a good overview of what’s available. We’ll report back on how it goes.
I have a new favorite PR firm: Influence Advisor @prforadvisors … clearly a discerning group! #publicrelations
— Tim Handley (@tim_handley) September 24, 2014
What’s New In Financial Advisor Digital Marketing?
It was a weekend of hobnobbing with financial planners and investment managers at the Washington State Convention Center in downtown Seattle. The annual Financial Planning Association Conference was revealing in several respects.
I was surprised by the new social media and marketing companies targeting financial planners. Finally, it seems like financial services is being pitched the same level of social engagement and digital marketing platforms we see for other industries. Three highlights:
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