BrightTALK Blog – December 19, 2012
Media and Marketing expert Marie Swift was recently honored by BrightTALK for hosting one of the top five webinars in 2012 for financial advisors, “Marketing that Works for Advisors Today.” Check out the webinar and read more about Announcing the Winners of the 2012 Top Five Webinars for US Financial Advisors.
The Wall Street Journal – December 18, 2012
Marketing and Communications expert Marie Swift says that advisors need to start using video in their practices, and a holiday video - even a simple greeting or an animated video card - is one more way to get clients thinking about an advisor. Learn how Holiday Videos Help Connect with Clients, Prospects.
Financial-Planning.com, Blog: The Marketing Maven – December 11, 2012
Marie Swift says social media is all about building trust and reputation, and the latest Edelman Trust Barometer shows its relevance is on the rise. Are you still on the sidelines? Find out now by reading Is Social Media Relevant to Your Business?.
FA-Mag.com – December 6, 2012
The Marketing Maven, Marie Swift, sat down to a roundtable discussion with industry thought leaders following the semiannual Tiburon CEO Summit in San Francisco on October 17, 2012. The executives included David Canter, executive vice president and head of Practice Management & Consulting at Fidelity; Kirk Hulett, executive vice president and head of Strategy & Practice Management at Securities America; Patrick Goshtigian, CFA, president of EP Wealth Advisors; and Tom Embrogno, executive vice president at Docupace Technologies. Read their discussion and learn about the Future View.
Financial-Planning.com, Blog: The Marketing Maven – November 12, 2012
Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack. Are You Lost in the Weeds Without a Plan?.
Financial-Planning.com, Practice: Practice Management – November 8, 2012
It’s not secret – people tend to work with people they like and trust. Marketing expert Marie Swift says that a blog can let an advisor reach clients with a more personal tone and give your business a casual feel. Read more about Better Blogging: Strategies for Advisors.
BenefitsPro.com – November 6, 2012
Electronic media has pervaded every aspect of how financial professionals conduct their business, but traditional forms of marketing, such as television, radio and print, still have roles to play. See what Impact Communications' CEO Marie Swift has to say in this BenefitsPro article written by Paula Aven Gladych.
Financial-Planning.com, Blog: The Next Level – October 23, 2012
FutureTimeline, a recently launched, free Facebook application from Fidelity, aims to help consumers “create a vision of their future, plan for big and small life events, track progress toward personal goals, and share their goals with friends and family.” However, Social Media and Communications expert Marie Swift says that although the application is “new and novel” right now, it remains to be seen if in fact advisors’ best clients or older clients would use it. Read more about Financial Goals on Facebook: Game Changer?.
Financial-Planning.com, Blog: The Marketing Maven – October 11, 2012
While beauty is in the eye of the beholder, there just seems to be a lot of noise “out there” as people in general and financial advisors in particular grapple with Twitter etiquette, Facebook do’s, and LinkedIn don’ts. Marketing expert Marie Swift demystifies the art to using social media to build relationships and to amplify your voice. Learn more about Social Media Rules for Financial Advisors.
Financial-Planning.com, Blog: The Marketing Maven – September 17, 2012
Marketing Maven Marie Swift says that planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business. Learn more about Building a Financial Services Business That Sells Itself.
T3 – Technology Tools for Today – September, 2012 Newsletter
The September newsletter from T3 featured a quote from Media and Marketing expert Marie Swift, taken from David Drucker and Joel Bruckenstein’s new book, Technology Tools for Today's High Margin Practice. Learn about ‘spider web marketing’ and other tips to manage your online presence by signing up for T3’s newsletter.
Financial-Planning.com, Blog: The Marketing Maven – September 4, 2012
Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift. Find out how Building Share of Mind as a Local, Vocal Name can help your practice.
Financial-Planning.com, Blog: The Marketing Maven – August 20, 2012
Marketing expert Marie Swift says basic seminars are no longer a client magnet. Successful financial planners must be educators, networkers, and online trailblazers. Here are some ideas to get you started. Learn how Creating Perfect Events Can Produce Perfect Clients.
InvestmentExecutive.com – August 14, 2012
Marketing guru Marie Swift says that while people expect your website to give information on your services and products and how they work together, a blog is an opportunity to offer your opinions, share personal anecdotes, and educate clients and prospects on various financial matters. Find out how to make a blog an integral part of your marketing plan and how to attain A More Personal Web Strategy.
FPA Practice Management Center – August 1, 2012
A good foundational "how to" article from Carly Schulaka @FPApubs on how to set up and use Twitter. The article includes a good list of people and organizations to "follow" on Twitter, including @marieswift, @fintechie, @byallaccounts and @sherylgarrett. Read Twitter 101 now.
Financial-Planning.com, Blog: The Marketing Maven – July 30, 2012
Marketing expert Marie Swift says creative events help savvy financial advisors build top-of-mind awareness and relationships that last. Learn more about the importance of Keeping In Front Of Clients, Prospects.
Financial-Planning.com, Blog: The Marketing Maven – July 3, 2012
Marketing expert Marie Swift says that if you believe that your brand of personal advice and investment acumen needs to find its way into the lives of more right-fit clients, stop procrastinating and pick a couple marketing initiatives to start now. Learn how you can Ramp Up Your Marketing – Now.
Financial-Planning.com, Blog: The Marketing Maven – June 18, 2012
Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities. Read more about The Importance of Storytelling for Advisor.
Financial-Planning.com: The Marketing Maven – May 29, 2012
The Marketing Maven, Marie Swift, says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that. Discover the Six Steps to Convert Prospects Into Clients.
Financial-Planning.com: The Marketing Maven – May 22, 2012
Marie Swift, president and CEO of Impact Communications Inc., and Valentina Chtchedrine, vice president of digital strategy and social media, Morgan Stanley Smith Barney, spoke during the Social Media and Compliance for the Advanced Beginner session at the Women Advisors Forum. Check out the pictures from the Women Advisors Forum 2012 New York Conference.
RIA Central – May 22, 2012
Financial advisors who court media attention often find themselves starring in the role of investment “expert.” PR expert Marie Swift says that if you understand a journalist’s “audience and the types of things he or she might be looking for,” you can pitch your blog posts as story ideas to journalists, and put yourself in the media. Learn How to Become More Media Savvy.
Financial-Planning.com: The Marketing Maven – May 16, 2012
Marie Swift shares her takeaways from Certified Financial Planner and marketing expert Kristin Harad's presentation at the NAPFA 2012 Conference in Chicago. Read more about Avoiding Sales Purgatory.
Financial-Planning.com: The Marketing Maven – May 7, 2012
In this installment of Marketing Maven, Marie Swift shares some highlights from the recent Women Advisors Forum from New York, as well as her thoughts on how social media networking sites have become the best places to build and maintain strong relationships with clients and prospects online. Learn more about Finding Your Social Media Groove.
Financial-Planning.com – April 26, 2012
Donna Mitchell quotes Marketing and Social Media guru Marie Swift at the Women Advisors Forum in New York about how Advisors Must Shift LinkedIn to the Top of Their Social Media Strategy.
InvestmentExecutive.com – April 25, 2012
The most effective advisor websites are like one-stop shops. Marketing guru Marie Swift says that a financial advisor’s website should be a hub where people can learn about your firm and how you serve clients. But how do you get people to your website? Find out tips to help you Get More Traffic on Your Website.
InvestmentExecutive.com – April 24, 2012
Like a top client, your website needs frequent attention. Marketing expert Marie says it’s important to continually update and improve your website with interactive video, graphics, and more. Learn more about how to Build a Better Website.
Financial-Planning.com: The Marketing Maven – April 9, 2012
PR expert Marie Swift discusses how Credibility Marketing, otherwise known as Public Relations, can help you enhance your image, build buzz for your company, and lead to new clients. Find out how you can gain clients by Using Credibility Marketing to Enhance Your Reputation and Build Buzz.
Financial-Planning.com: The Marketing Maven – March 28, 2012
Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up. Learn how to avoid dry spells by Keeping Your Pipeline Full.
BrightTALK Financial Advisor Channel – March 21, 2012
In today’s hyper competitive landscape, you need to find unique ways to differentiate yourself from the competition. In this fun, informative webcast, marketing guru Marie Swift shares stories of advisors who are gaining market share through online visibility, digital media strategies, and much more. Find out more about Marketing That Works for Advisors Today.
Financial-Planning.com: The Marketing Maven – March 19, 2012
Every financial advisor goes through a dry spell. But how can you recover? Marie Swift discusses how using Event Marketing, Referral Marketing, and Credibility Marketing can help you bounce back and gain new clients. Read more about the Three Things Financial Advisors Can Do To Avoid an Extended Dry Spell.
Financial-Planning.com: The Marketing Maven – March 13, 2012
Marketing and communications expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills. Learn How Advisors Can Be More Creative, Intuitive and Articulate.
Financial-Planning.com: The Marketing Maven – March 7, 2012
Marketing guru Marie Swift says niche marketing cannot only help advisors attract significantly more business, but also provide richer opportunities for self-expression. See how Choosing the Right Niches Can Produce Big Results for Financial Advisors, and how it could for you too.
Dow Jones Advisor Channel – March 7, 2012
Social media may be the hot topic for wealth advisers these days, but that doesn't mean they should abandon traditional marketing strategies, says Dow Jones writer Caitlin Nish. Proponents of social media tout sites like LinkedIn, Twitter and Facebook as an easy way to connect with existing clients and most effective to reach a broad number of prospects. But marketing strategists such as Marie Swift say social media should only supplement other marketing like hosting a radio show, writing articles for the local newspaper or conducting an in-person educational seminar. Read Don’t Go Social Alone now.
Financial-Planning.com, Blog: The Marketing Maven – February 28, 2012
Here's a compilation of images from this month's T3 Technology Tools for Today Conference in Dallas. Latest Technology Tools for Today Conference in Pictures.
RIAbiz.com.com – February 23, 2012
Marie Swift and her video crew captured this interview of Ed O’Brien talking with RIAbiz.com at the T3 Conference. Read the article, As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3.
RIA Central – February 15, 2012
Marketing expert Marie Swift attended the T3 Annual Conference in Dallas, February 16-18, 2012 to discuss the latest technological innovations in the investment advice business. Review the conference agenda and learn about the Best New Technology for Financial Advisors – The T3 Annual Conference and register for the 2013 conference at http://www.technologytoolsfortoday.com/.
InvestmentExecutive.com – February 14, 2012
Writer Joanne Sommers quotes Marie Swift and other industry experts to provide a list of Twitter do’s and don’ts. “ One tip: Don't beat your own drum too loudly. "Twitter feeds should be primarily social and not overly promotional," says Swift. "It's good etiquette to cheerlead for others more than overtly promoting yourself." Read more about What Not to Tweet.
InvestmentExecutive.com – February 13, 2012
Writer Joanne Sommers gives tips for using Twitter right, including some advice from Marie Swift. One of Swift’s tips: Use Twitter to provide a reading service. "Talk about what's relevant to your community," says Swift. Swift often Tweets about things she reads, adding a value-added comment. Read more about how to Build Your Brand with Twitter now.
Financial-Planning.com, Blog: The Marketing Maven – February 13, 2012
Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before. How Advisors Can Use Video, Multimedia to Connect With Clients.
Financial-Planning.com, Blog: The Marketing Maven – January 30, 2012
Forward-thinking financial advisors are incorporating social media into their marketing plans. Are you doing enough online to remain competitive? Read the article: Six Reasons Advisors Need to Include Social Media in Their Marketing Plans.
Financial-Planning.com, Blog: The Marketing Maven – January 23, 2012
Marketing expert Marie Swift says some advisors are realizing success using today’s interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial. Using a Social Media Strategy to Build Relationships Online.
PR Newswire – January 19, 2012
Lockwood Advisors, Inc. recently released a new guidebook offering financial professionals detailed information for developing successful events to deepen relationships with clients, attract prospects, and build relationships. Marketing expert Marie Swift adds her insight on the importance of effective events. Learn more about how Lockwood Advisors, Inc. Offers Financial Professionals Guidance on Driving Growth through Seminars and Event Marketing.
Financial-Planning.com, Blog: The Marketing Maven – January 9, 2012
Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest. Find out more at: Seminars, Events Can Yield Bumper Crop of New Clients, Centers of Influence.
Financial-Planning.com, Blog: The Marketing Maven – January 3, 2012
Events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence. Read Marie Swift’s advice at: Event Marketing Can Deliver Advisors New Business, Positive PR.
Journal of Financial Planning - Cover Story – January 2012
A recent survey indicated that most advisers lack confidence in their marketing plans. As in baseball, the right coaching strategy can make all the difference. But which coach is right for you? Industry experts Ken Unger, Diane MacPhee, Kim Delarocca and Marie Swift share insights with writer Jim Grote in this cover story. Lots of good advice on how to find a marketing coach that's right for you, plus good survey information on how financial advisors rate their own marketing prowess from account aggregation company ByAllAccounts. Read now: Marketing Coaches: In Search of the Right Fit.
Media and Marketing expert Marie Swift was recently honored by BrightTALK for hosting one of the top five webinars in 2012 for financial advisors, “Marketing that Works for Advisors Today.” Check out the webinar and read more about Announcing the Winners of the 2012 Top Five Webinars for US Financial Advisors.
The Wall Street Journal – December 18, 2012
Marketing and Communications expert Marie Swift says that advisors need to start using video in their practices, and a holiday video - even a simple greeting or an animated video card - is one more way to get clients thinking about an advisor. Learn how Holiday Videos Help Connect with Clients, Prospects.
Financial-Planning.com, Blog: The Marketing Maven – December 11, 2012
Marie Swift says social media is all about building trust and reputation, and the latest Edelman Trust Barometer shows its relevance is on the rise. Are you still on the sidelines? Find out now by reading Is Social Media Relevant to Your Business?.
FA-Mag.com – December 6, 2012
The Marketing Maven, Marie Swift, sat down to a roundtable discussion with industry thought leaders following the semiannual Tiburon CEO Summit in San Francisco on October 17, 2012. The executives included David Canter, executive vice president and head of Practice Management & Consulting at Fidelity; Kirk Hulett, executive vice president and head of Strategy & Practice Management at Securities America; Patrick Goshtigian, CFA, president of EP Wealth Advisors; and Tom Embrogno, executive vice president at Docupace Technologies. Read their discussion and learn about the Future View.
Financial-Planning.com, Blog: The Marketing Maven – November 12, 2012
Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack. Are You Lost in the Weeds Without a Plan?.
Financial-Planning.com, Practice: Practice Management – November 8, 2012
It’s not secret – people tend to work with people they like and trust. Marketing expert Marie Swift says that a blog can let an advisor reach clients with a more personal tone and give your business a casual feel. Read more about Better Blogging: Strategies for Advisors.
BenefitsPro.com – November 6, 2012
Electronic media has pervaded every aspect of how financial professionals conduct their business, but traditional forms of marketing, such as television, radio and print, still have roles to play. See what Impact Communications' CEO Marie Swift has to say in this BenefitsPro article written by Paula Aven Gladych.
Financial-Planning.com, Blog: The Next Level – October 23, 2012
FutureTimeline, a recently launched, free Facebook application from Fidelity, aims to help consumers “create a vision of their future, plan for big and small life events, track progress toward personal goals, and share their goals with friends and family.” However, Social Media and Communications expert Marie Swift says that although the application is “new and novel” right now, it remains to be seen if in fact advisors’ best clients or older clients would use it. Read more about Financial Goals on Facebook: Game Changer?.
Financial-Planning.com, Blog: The Marketing Maven – October 11, 2012
While beauty is in the eye of the beholder, there just seems to be a lot of noise “out there” as people in general and financial advisors in particular grapple with Twitter etiquette, Facebook do’s, and LinkedIn don’ts. Marketing expert Marie Swift demystifies the art to using social media to build relationships and to amplify your voice. Learn more about Social Media Rules for Financial Advisors.
Financial-Planning.com, Blog: The Marketing Maven – September 17, 2012
Marketing Maven Marie Swift says that planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business. Learn more about Building a Financial Services Business That Sells Itself.
T3 – Technology Tools for Today – September, 2012 Newsletter
The September newsletter from T3 featured a quote from Media and Marketing expert Marie Swift, taken from David Drucker and Joel Bruckenstein’s new book, Technology Tools for Today's High Margin Practice. Learn about ‘spider web marketing’ and other tips to manage your online presence by signing up for T3’s newsletter.
Financial-Planning.com, Blog: The Marketing Maven – September 4, 2012
Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift. Find out how Building Share of Mind as a Local, Vocal Name can help your practice.
Financial-Planning.com, Blog: The Marketing Maven – August 20, 2012
Marketing expert Marie Swift says basic seminars are no longer a client magnet. Successful financial planners must be educators, networkers, and online trailblazers. Here are some ideas to get you started. Learn how Creating Perfect Events Can Produce Perfect Clients.
InvestmentExecutive.com – August 14, 2012
Marketing guru Marie Swift says that while people expect your website to give information on your services and products and how they work together, a blog is an opportunity to offer your opinions, share personal anecdotes, and educate clients and prospects on various financial matters. Find out how to make a blog an integral part of your marketing plan and how to attain A More Personal Web Strategy.
FPA Practice Management Center – August 1, 2012
A good foundational "how to" article from Carly Schulaka @FPApubs on how to set up and use Twitter. The article includes a good list of people and organizations to "follow" on Twitter, including @marieswift, @fintechie, @byallaccounts and @sherylgarrett. Read Twitter 101 now.
Financial-Planning.com, Blog: The Marketing Maven – July 30, 2012
Marketing expert Marie Swift says creative events help savvy financial advisors build top-of-mind awareness and relationships that last. Learn more about the importance of Keeping In Front Of Clients, Prospects.
Financial-Planning.com, Blog: The Marketing Maven – July 3, 2012
Marketing expert Marie Swift says that if you believe that your brand of personal advice and investment acumen needs to find its way into the lives of more right-fit clients, stop procrastinating and pick a couple marketing initiatives to start now. Learn how you can Ramp Up Your Marketing – Now.
Financial-Planning.com, Blog: The Marketing Maven – June 18, 2012
Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities. Read more about The Importance of Storytelling for Advisor.
Financial-Planning.com: The Marketing Maven – May 29, 2012
The Marketing Maven, Marie Swift, says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that. Discover the Six Steps to Convert Prospects Into Clients.
Financial-Planning.com: The Marketing Maven – May 22, 2012
Marie Swift, president and CEO of Impact Communications Inc., and Valentina Chtchedrine, vice president of digital strategy and social media, Morgan Stanley Smith Barney, spoke during the Social Media and Compliance for the Advanced Beginner session at the Women Advisors Forum. Check out the pictures from the Women Advisors Forum 2012 New York Conference.
RIA Central – May 22, 2012
Financial advisors who court media attention often find themselves starring in the role of investment “expert.” PR expert Marie Swift says that if you understand a journalist’s “audience and the types of things he or she might be looking for,” you can pitch your blog posts as story ideas to journalists, and put yourself in the media. Learn How to Become More Media Savvy.
Financial-Planning.com: The Marketing Maven – May 16, 2012
Marie Swift shares her takeaways from Certified Financial Planner and marketing expert Kristin Harad's presentation at the NAPFA 2012 Conference in Chicago. Read more about Avoiding Sales Purgatory.
Financial-Planning.com: The Marketing Maven – May 7, 2012
In this installment of Marketing Maven, Marie Swift shares some highlights from the recent Women Advisors Forum from New York, as well as her thoughts on how social media networking sites have become the best places to build and maintain strong relationships with clients and prospects online. Learn more about Finding Your Social Media Groove.
Financial-Planning.com – April 26, 2012
Donna Mitchell quotes Marketing and Social Media guru Marie Swift at the Women Advisors Forum in New York about how Advisors Must Shift LinkedIn to the Top of Their Social Media Strategy.
InvestmentExecutive.com – April 25, 2012
The most effective advisor websites are like one-stop shops. Marketing guru Marie Swift says that a financial advisor’s website should be a hub where people can learn about your firm and how you serve clients. But how do you get people to your website? Find out tips to help you Get More Traffic on Your Website.
InvestmentExecutive.com – April 24, 2012
Like a top client, your website needs frequent attention. Marketing expert Marie says it’s important to continually update and improve your website with interactive video, graphics, and more. Learn more about how to Build a Better Website.
Financial-Planning.com: The Marketing Maven – April 9, 2012
PR expert Marie Swift discusses how Credibility Marketing, otherwise known as Public Relations, can help you enhance your image, build buzz for your company, and lead to new clients. Find out how you can gain clients by Using Credibility Marketing to Enhance Your Reputation and Build Buzz.
Financial-Planning.com: The Marketing Maven – March 28, 2012
Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up. Learn how to avoid dry spells by Keeping Your Pipeline Full.
BrightTALK Financial Advisor Channel – March 21, 2012
In today’s hyper competitive landscape, you need to find unique ways to differentiate yourself from the competition. In this fun, informative webcast, marketing guru Marie Swift shares stories of advisors who are gaining market share through online visibility, digital media strategies, and much more. Find out more about Marketing That Works for Advisors Today.
Financial-Planning.com: The Marketing Maven – March 19, 2012
Every financial advisor goes through a dry spell. But how can you recover? Marie Swift discusses how using Event Marketing, Referral Marketing, and Credibility Marketing can help you bounce back and gain new clients. Read more about the Three Things Financial Advisors Can Do To Avoid an Extended Dry Spell.
Financial-Planning.com: The Marketing Maven – March 13, 2012
Marketing and communications expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills. Learn How Advisors Can Be More Creative, Intuitive and Articulate.
Financial-Planning.com: The Marketing Maven – March 7, 2012
Marketing guru Marie Swift says niche marketing cannot only help advisors attract significantly more business, but also provide richer opportunities for self-expression. See how Choosing the Right Niches Can Produce Big Results for Financial Advisors, and how it could for you too.
Dow Jones Advisor Channel – March 7, 2012
Social media may be the hot topic for wealth advisers these days, but that doesn't mean they should abandon traditional marketing strategies, says Dow Jones writer Caitlin Nish. Proponents of social media tout sites like LinkedIn, Twitter and Facebook as an easy way to connect with existing clients and most effective to reach a broad number of prospects. But marketing strategists such as Marie Swift say social media should only supplement other marketing like hosting a radio show, writing articles for the local newspaper or conducting an in-person educational seminar. Read Don’t Go Social Alone now.
Financial-Planning.com, Blog: The Marketing Maven – February 28, 2012
Here's a compilation of images from this month's T3 Technology Tools for Today Conference in Dallas. Latest Technology Tools for Today Conference in Pictures.
RIAbiz.com.com – February 23, 2012
Marie Swift and her video crew captured this interview of Ed O’Brien talking with RIAbiz.com at the T3 Conference. Read the article, As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3.
RIA Central – February 15, 2012
Marketing expert Marie Swift attended the T3 Annual Conference in Dallas, February 16-18, 2012 to discuss the latest technological innovations in the investment advice business. Review the conference agenda and learn about the Best New Technology for Financial Advisors – The T3 Annual Conference and register for the 2013 conference at http://www.technologytoolsfortoday.com/.
InvestmentExecutive.com – February 14, 2012
Writer Joanne Sommers quotes Marie Swift and other industry experts to provide a list of Twitter do’s and don’ts. “ One tip: Don't beat your own drum too loudly. "Twitter feeds should be primarily social and not overly promotional," says Swift. "It's good etiquette to cheerlead for others more than overtly promoting yourself." Read more about What Not to Tweet.
InvestmentExecutive.com – February 13, 2012
Writer Joanne Sommers gives tips for using Twitter right, including some advice from Marie Swift. One of Swift’s tips: Use Twitter to provide a reading service. "Talk about what's relevant to your community," says Swift. Swift often Tweets about things she reads, adding a value-added comment. Read more about how to Build Your Brand with Twitter now.
Financial-Planning.com, Blog: The Marketing Maven – February 13, 2012
Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before. How Advisors Can Use Video, Multimedia to Connect With Clients.
Financial-Planning.com, Blog: The Marketing Maven – January 30, 2012
Forward-thinking financial advisors are incorporating social media into their marketing plans. Are you doing enough online to remain competitive? Read the article: Six Reasons Advisors Need to Include Social Media in Their Marketing Plans.
Financial-Planning.com, Blog: The Marketing Maven – January 23, 2012
Marketing expert Marie Swift says some advisors are realizing success using today’s interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial. Using a Social Media Strategy to Build Relationships Online.
PR Newswire – January 19, 2012
Lockwood Advisors, Inc. recently released a new guidebook offering financial professionals detailed information for developing successful events to deepen relationships with clients, attract prospects, and build relationships. Marketing expert Marie Swift adds her insight on the importance of effective events. Learn more about how Lockwood Advisors, Inc. Offers Financial Professionals Guidance on Driving Growth through Seminars and Event Marketing.
Financial-Planning.com, Blog: The Marketing Maven – January 9, 2012
Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest. Find out more at: Seminars, Events Can Yield Bumper Crop of New Clients, Centers of Influence.
Financial-Planning.com, Blog: The Marketing Maven – January 3, 2012
Events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence. Read Marie Swift’s advice at: Event Marketing Can Deliver Advisors New Business, Positive PR.
Journal of Financial Planning - Cover Story – January 2012
A recent survey indicated that most advisers lack confidence in their marketing plans. As in baseball, the right coaching strategy can make all the difference. But which coach is right for you? Industry experts Ken Unger, Diane MacPhee, Kim Delarocca and Marie Swift share insights with writer Jim Grote in this cover story. Lots of good advice on how to find a marketing coach that's right for you, plus good survey information on how financial advisors rate their own marketing prowess from account aggregation company ByAllAccounts. Read now: Marketing Coaches: In Search of the Right Fit.
