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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Want to be a Video Star?

YouTubeProving that anything can be interesting if it’s well presented Bill Winterberg at FPPad comes out with his latest video report on technology for advisors (video below). Talk about a niche subject. Bill delivers this line with a straight face: “Next up. A fascinating case study from a large RIA about its search for a robust electronic document management solution.”

But … as it happens, I was wondering about why my Microsoft SkyDrive has become the Microsoft OneDrive and what it all means.  Bill clears it up, sort of, although I never trust where Microsoft may actually be leading me.

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InfluenceAdvisor Clients Make News

InfluenceAdvisor clients appear on major business / financial TV shows, in print and online financial publications, trade publications, and wire services. We maintain excellent relationships with reporters, editors, and producers in media that targets advisors, fiancial planners, high net worth individuals, CFOs, investment managers, bankers, retail investors, traders, asset consultants, and asset asset distributors. See Media Relations for a sample of media we regularly target.

InfluenceAdvisor Develops Advisor Central

InfluenceAdvisor integrates blogs, White Papers, Landing Pages, social media, publicity and marketing for full-scale PR programs in the digital age. InfluenceAdvisor created Advisor Central web site. We produce and manage content, develop social media channels and train the client and sales team to use social media.

Advisor Central is built as a marketing platform to feed the growth and stature of CMG.

We generate coverage in major media and influential trade publications, and integrate publicity into the content marketing mix. We also support CMG Capital Management group with marketing for an active conference schedule.

We created a LinkedIn Showcase page on tactical investing and develop and manage a LinkedIn social campaign.

We arranged for Steve Blumenthal to become a Forbes contributor and assist with development and promotion of Forbes columns. We also placed editorial for CMG in Financial Advisor, Advisor Perspectives, The Wall Street Journal, and other outlets.

InfluenceAdvisor is the perfect platform for elite advisors, advisory firms, or investment managers who want to power their business to the next level. We can assist with a full-scale, integrated program or individual services.

Advisors Mad Rush into Social Media

Bill Winterberg FPPadBill Winterberg at FPPad is a media marvel. He does a weekly video show called “Bits & Bytes” that actually makes technology for advisors sound interesting, almost fun. He has a robust YouTube channel with reviews and interviews with advisors and providers. His videos are sharp and fun, with lots of breaks, occasional music and visuals.  And he’s comfortable being an occasional goofball – a promo for a tie-a-month club leads his latest “Bits & Bytes” episode – The Top Technology Financial Trends for 2014

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Advisor Tech TV

Thanks to Michael Kitces for enlightening us about Bits and Bytes, Bill Winterberg’s weekly video news cast on technology for financial services in general; advisors in particular. Tech for Advisor TV? How niche is that?

On this week’s broadcast, Laser App unveils new integrations to speed up your form processing, LPL Financial rolls out new technology to its representatives, how one-page websites might be your answer to stand out in today’s crowded marketplace, and more.

Website And Publicity For NYC CFP®

Aaron Schindler. NYC. CFP.InfluenceAdvisor developed a WordPress website for New York CFP® Aaron Schindler. The site promotes Aaron’s capabilities, and showcases publicity generated for Aaron in The Wall Street Journal, The New York Times, PBS Nightly Business Report, Dow Jones, MarketWatch and Dow Jones. The site includes a blog, establishment of a stream of newsletters, with a look that appeals to Aaron’s New York professional clientele.   AaronSchindler.com.

Advisors Need Social Media

financial advisors and social mediaIn its poll of 400 U.S. advisers, Accenture found that about 48% of financial advisers communicate daily with clients via social networks such as Facebook, Twitter and LinkedIn. Roughly 59% of advisers said they use it to get answers to clients quickly, 58% use it to reach out more to referral sources and 58% use it to keep up-to-date on industry news.

Advisory firms’ social-media strategies need to focus on making digital interactions with clients more meaningful, said Alex Pigliucci, global managing director of Accenture Wealth and Asset Management Services, which provides consulting services to financial firms. For example, advisers need to pay better attention to what clients are posting, tweeting or otherwise putting out into the public domain, he said.

Related: Why Advisors Need LinkedIn