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5 key learnings in Social Media & Wealth Management

#Uncategorized

While working closely with a small group of wealth advisors, I recently discovered two interesting studies on Wealth Management (our key focus market): From PWC: Global Private Banking and Wealth Management Survey (2013). Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full […]

Last week best articles for Financial Advisors

#financial advisors #financial advisor

Here are the articles shared the most last week by the 10K’s Financial Advisors that we monitor on Twitter. https://blog.girlscouts.org/2020/04/financial-literacy-during-uncertain.html https://www.cnbc.com/2021/04/13/us-consumer-price-index-march-2021.html https://lplresearch.com/2021/04/14/four-reasons-the-future-looks-bright-for-the-bulls/ https://money.usnews.com/money/personal-finance/saving-and-budgeting/articles/budgeting-templates-to-take-control-of-your-money https://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/WMC-4-12-21.pdf https://www.janney.com/latest-articles-commentary/latest-insights/detail/insights/2021/04/12/investment-perspectives-constructive-outlook-mmt-and-april-bias https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/managing-your-portfolio-during-times-of-rapid-change Photo by Joshua Golde on Unsplash

Bitcoin, ESG: two game changers for the wealth management market

#business #financial advisors #ria #wealth management #ESG #bitcoin

In the last few years, we have witnessed two groundbreaking trends – Bitcoin and Social Responsible Investing – both of which have proven to fiercely shake up the wealth management marketplace. At this stage, it should be assumed that these trends are front of mind for every financial advisor – especially for those growing their […]

Finding Leads in Niche markets

#lead generation #ria #wealth management

Financial Advisors coaches/Business consultants seem to pretty agree on ONE thing: sustainable growth comes from focusing on a niche. There is only so much growth that an advisor can experience selling to his/her friends and “serendipity strategy” always ends up with an inconsistent client portfolio and a plateau. One of the challenges in a “niche” […]

Making your engagements on Linkedin Effective!

#lead generation #financial advisor #niche

Here is a 3min tutorial on how to improve the response rate of LinkedIn Sales Navigator inmails/connection requests. The key to success is how you target and personalize your engagements. You: You’re a financial advisor, in the San Francisco Bay area targeting people who want to make a positive change with their money and invest […]

Graph Analytics and Clustering for marketing

#affinity mapping #technology

Google “social graph“, go to the image tab and you’ll see amazing visualization of social graphs, text graphs… yet there are very few articles covering the practical use of graphs for marketing and sales. At eCairn, we use two different types of graphs/maps for specific sales and marketing objectives. We also do text maps for […]

Audience Profiling – Example & Learnings

#behavioral #segmentation #insights #research #audience profiling

If you work in marketing or sales there is a good chance that you are working with lists: lists of clients, lists of prospects, lists of followers, list of key opinion leaders, list of influencers, list of competitors … All these lists are audiences that marketing and sales need to understand in order to: segment […]

Learning from the top Virologists

I don’t know about you but I find it very difficult to find what to read about the Coronavirus. So since we mapped ~8000 top virologists and organizations, we are using these people as a “filter” and focus on what they talk about the most and what they share in social media. Our assumption is […]

Top Twitter Accounts for virology/infectious diseases #virology #covid19

#top 150 #virology

We have run our algorithms to identify the most influential people on Twitter for virology and infectious diseases. With the high level of fake news, you may want to listen to people who know what they are talking about. Disclaimer: we have no expertise whatsoever in this field. We may have missed people and even […]

Sales Solicitation Strategies For Financial Advisors That Work

#strategy

From time to time, I receive solicitations from Financial Advisors who want to help me manage my money. In this short post, I’m going to share how I handle these offers as a potential client. Three Bad Solicitations Bad solicitations are outdated, Generic and Ineffective and yet many will still use them. 1- […]