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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 […]
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 Three Bad Solicitations Bad solicitations are outdated, Generic and Ineffective and yet many will still use them. 1- […]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 […]
We would like to evaluate the Personal Shopping market ! Thanks for helping us. We’ll send you a copy of the survey results once completed. Long story short 😉 – We are an elite social networking solution for people who sell to new affluents/ millennial affluents. – There are many Apparel/Luxury/Travel/Sport companies hiring Personal Shoppers […]
As we gain more and more insight from our time spent helping Advisors to efficiently prospect affluent/ HNW people on social media, I would like to share some real (but anonymous) results, as well as challenges, that Financial Advisors face and tactics to overcome these challenges. Here are the results. CONTEXT We equipped three users […]
“How can I grow my business by attracting new clients? That’s the question I’ve been asking ever since I started my own consulting company. And I’m not alone. Pretty much every professional I know asks these three questions: What clients would I ideally like to work with? Where are they? And how do I […]
Thanks to people like Dan Pink (“to sell is human”), there is a broad consensus that the client has gained information asymmetry, (i.e he/she knows more than the sales rep); that selling has changed and that sales should start with giving. “You must give before you receive” is the new sales mantra. Sounds easy. […]
This article will show you how to engage on one specific tweet category called ‘Endorsements’. It is part of our series of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & Request, Event. As you try to build relations with people, you may notice that they sometimes tweet about […]
This article will show you how to engage on one specific tweet category called ‘Local Tweets’. It is part of our series of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & Request, Event. As you try to build relations with […]
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This article will show you how to engage on one specific tweet category called ‘Emotions’. It is part of our serie of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & Request, Event. As you try to build relations with new affluents, you will notice that these people frequently post […]