The Elements

August 15, 2017

3 Ways Advisors Can Easily Embrace Social Media

Categories: Marketing, Social Media

financial advisor social media

Successful financial advisors are busy financial advisors. You didn’t gain all those clients and their lifelong trust by sitting behind closed doors and waiting for them to arrive, right? Odds are that you’re active in your profession, your community, your network,  your church, your circle of friends, and more. While your involvement in those areas of […]

March 14, 2017

3 Tips for Financial Advisors Exploring Social Media

Categories: Marketing, Social Media

social media older woman

If you’re a financial advisor and beginning to dip a toe into the vast ocean of social media, you might feel rather overwhelmed at the thought of where to begin and how to turn the networks into a tool for generating new and deeper relationships. Just like your career as an advisor, you didn’t become […]

February 28, 2017

How Financial Advisors Are Using Video to Connect with Clients

Categories: Marketing, Social Media, Video

How Financial Advisors Are Using Video to Connect with Clients

Don’t miss the opportunity to join our complimentary webinar about the ever growing power of video and how it’s being effectively harnessed by financial advisors. Ironstone is pleased to welcome our strategic partner, Laura Garfield and Sharon Gottula, founders of cutting edge video production company Idea Decanter. In this 60-minute educational session they will present best practices […]

January 31, 2017

How Financial Planners Should Be Using Video

Categories: Marketing, Social Media, Video

financial advisor videos

When your job is to dig into the personal finances of your clients, developing a relationship is clearly Job #1. That’s why it makes a lot of sense in your relationship-driven business to use video. Nothing beats face-to-face interaction. But these days part of your relationship is purely digital. Video helps you connect with people […]

September 15, 2015

Advisors – What’s Your LinkedIn Score?

Categories: Blog, Social Media

Advisors, What's Your LinkedIn Score

Did you know LinkedIn has a great tool to measure how effective you are at establishing your professional brand, finding the right people, and engaging with others? LinkedIn released their Social Selling Index (SSI) to members which gives you a quick snapshot of how you compare to your peers in four essential areas. Your score […]

May 26, 2015

Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

Categories: Blog, Business Development, Social Media

Understanding the Value in a Financial Advisory Blog plus 10 Tips to Get Started

  Many financial advisors ask us if they should have a blog. Our answer is, and always will be, “YES.” We support implementing a scheduled blog; however, blogging requires your time commitment to the task or have support staff to assist you. Blogging, or self-publishing, is a powerful business building strategy. For years advisors have […]

April 28, 2015

6 Ways to Find and Attract Leads Using LinkedIn

Categories: Blog, Business Development, Marketing Plan, Prospecting, Referral Network, Social Media

6 Ways to Find and Attract Leads Using LinkedIn

Looking for a few simple tweaks to gain exposure, increase your visibility, and attract new prospects using LinkedIn?  If so, this is the list for you. Modifying the way you use LinkedIn will change how prospects perceive and respond to you. Here are six strategies to attract new leads to your firm. 1)  Create A […]

March 31, 2015

5 Quick Tips to Implement Your Social Strategy

Categories: Blog, Business Development, Marketing Plan, Social Media

5 Quick Tips to Implement Your Social Strategy

As you’re well aware, social media is nothing new and while I know many of you have a presence on at least one social network, it simply isn’t enough to create value. Typically what happens is many people create profiles and think they’ve done enough. As an advisor, you must provide more by creating an […]

February 17, 2015

Essential Social Media Habits to Get Better Results

Categories: Blog, Business Development, Marketing Plan, Social Media

Essential Social Media Habits to Get Better Results

No matter where you look there are countless articles on the importance of a social media presence for financial advisors. Social media is nothing new. Although many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a warehouse […]

January 13, 2015

Advisors, Here’s What Investors Want From You Through Social Media and 7 Things You Need To Do Now

Categories: Blog, Business Development, Marketing Plan, Social Media

Advisors, Here's What Investors Want From You Through Social Media

  No matter where you look, there are countless articles on the importance of a social media presence for advisors. Social media is nothing new, and while many advisors have established a profile on at least one social network, it simply isn’t enough to create value. Social media profiles need to be more than a […]

October 21, 2014

10 Minutes a Day – A LinkedIn Checklist for Financial Advisors

Categories: Blog, Business Development, Social Media

10 Minutes A Day - A LinkedIn Checklist For Financial Advisors

  Nearly every day there are more studies and articles about the importance of a social media presence for financial advisors. All of the statistics point to the fact that clients and prospective clients alike are conducting research online. And, they are looking for YOU! Advisors will often present us with skeptical questions; “How can […]

May 28, 2014

How Financial Advisors Can Get More Out Of LinkedIn  

Categories: Blog, Business Development, Social Media

How Financial Advisors Can Get More Out Of LinkedIn   

Many advisors have been asking us, “How can I get more out of LinkedIn?” Their goal – find prospects and make quality connections. Fortunately, LinkedIn, and other social media networks, grants us the power to connect with more clients and prospects than we ever imagined. Social media provides firms with a means to extend marketing […]

April 23, 2014

5 Simple Ways to Prospect With Twitter

Categories: Blog, Social Media

5 Simple Ways to Prospect With Twitter

Creating a social media presence can be one of the best marketing moves you make for your firm. According to a study by LinkedIn and Cogent Research, 5 million investors use social media to research their financial decisions.

Social media is the hot button in the playing field; providing your firm with brand awareness, established credibility, increased traffic to your website, and new channels to fill your prospect and referral pipelines.

Twitter has a greater reach than traditional marketing methods and offers businesses a cost-effective alternative to engage with target markets; and a means to providing solutions and valuable content to your online community of followers.

The study by LinkedIn and Cogent Research reveals more than 90% of high-net-worth investors participate in social media. Old marketing methods need to be tossed out and replaced with a comprehensive social media marketing strategy to position your firm as a leader in the industry.

March 18, 2014

5 Tips on Effectively Using Videos in Presentations

Categories: Blog, Business Development, Marketing Plan, Social Media

Guest post by Mighty 8th Media, Gordon McMahan When you are giving a business presentation, you must enlighten and educate the audience based on your area of expertise. After all, they are in attendance because you have something important they want and need to hear. If you’re looking for a way to better engage your […]

February 18, 2014

Social Media Implementation Guide – How to Start Your Strategy

Categories: Blog, Business Development, Marketing Plan, Social Media

Social Media Implementation Guide - How to Start Your Strategy

Social Media is no longer an option for communicating with clients and prospects, it is expected. If you are not using social media, questioning its value, or wondering if your efforts are getting lost in the mass of information, take a look at some of the latest statistics included in our guide. The study, referenced […]

January 23, 2014

Securing Your Social Media Sites

Categories: Blog, Social Media

Securing Your Social Media Sites

One of the most frequent questions our team gets from financial advisors who want to use social media is, “How can I keep my social media sites secure?” Our advice – implement a well-defined social media policy addressing: Use of internet sites Social media best practices Employees use of social media For those looking to prey […]

December 30, 2013

Why Financial Advisors Need Editorial Calendars

Categories: Blog, Business Development, Marketing Plan, Operational Effectiveness, Social Media, Time Management

Why Financial Advisors Need Editorial Calendars

  The core of any conversation is content whether it be in person, through social media, marketing materials or other client communication.  You can avoid feeling overwhelmed by utilizing an Editorial Calendar to identify content which will provide your clients and prospects with solutions to their needs and a solid content marketing strategy for your […]

December 10, 2013

Savvy Prospects Are Looking At Financial Advisors And Their Klout

Categories: Blog, Business Development, Marketing Plan, Prospecting, Social Media

Savvy Prospects Are Looking At Financial Advisors And Their Klout

Have you run across the little orange box with a white number inside it while engaging in social media? If not, you may be considered to be a little bit in the dark. The orange box I am referring to is an application called Klout. Wikipedia defines Klout as, “A website and mobile app that […]

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Contributors

Andrea Schlapia
Organizational Development and Human Capital
Connie Deianni
Mentoring and Employee Engagement
Guest Blogger
Practice Management
Dr. Heidi Maston
Organizational and Educational Leadership
Joe Kuhns
Strategic Partner
Judith Bowman
Business Protocol
Laura Garfield
Idea Decanter Co-Founder
Marsha Schechtman
Strategic Partner
Mighty 8th Media
Strategic Partner
Nicole Anglace
Special Projects
Ruthann P. Lacey, P.C.
Elder and Special Needs Law
 Scott D. Calhoun
Legal Counsel
Sharon Gottula
Idea Decanter Co-Founder
TailorMade
Strategic Partner
Ironstone
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