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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 […]
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” […]
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 […]
LinkedIn is a great platform for selling to professionals. It is also the platform of choice for Financial Advisors looking at reaching new clients (some great articles on how to use Linkedin are provided at the end of this post) However, LinkedIn has been built as a professional social networking platform and as an RIA/Wealth […]
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 […]
eCairn has been using Machine Learning/AI since 2017, leveraging years of analyzing, categorizing, and manipulating social data. We apply AI/ML in two of our core processes: Content curation and Affluent Prediction. 1- Content curation. The objective of content curation is to read a large number of posts, tweets, and identify and tag the opportunities/insights. We […]
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 […]
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 […]
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 […]
Grow Your Practice with Social Marketing For Financial Advisors In these three 20 minutes webinar series, we’ve squeezed a maximum of tips and practical insights to apply to your own social persona and outreach and take your social marketing to the next level. INTRODUCTION Like your clients, your business needs a long-term growth 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- […]
eCairn is seeking a highly motivated Data Collection Specialist (DCS) to join our data collection team in Bend (Oregon). The DCS will use eCairn backend software, partner search solutions, and search engines to mine the public social web and find & profile relevant prospects for our clients. The ideal candidate is organized, detail oriented, has […]
It’s been some time! We’ve been busy the last year experimenting and then applying machine learning to the world of wealth management/financial advisors. It was tough and took us some time and in the end, it works pretty well, thanks to our great developers. So what a better way to resume blogging than sharing with […]