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Advisor Marketing Matters™ Blog

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Dec 19
2012

Financial Advisors and LinkedIn’s “Endorsement” Feature

Posted by ccampeau in Social Media

linkedinA few months back LinkedIn launched a new feature whereby individuals could “endorse” one or more of the “Skills” listed on your LinkedIn profile.  These endorsements would then show-up on one’s profile without the benefit of the beneficiary being able to accept or reject the endorsement.   

Nov 28
2012

Do You Have an Outbound Content Strategy?

Posted by ccampeau in Social Media , Referral Marketing , Practice Development , Owned Media , Marketing , eMail Marketing

outbound contentIs your firm planning to disseminate daily investor perspectives, a weekly blog post, a monthly newsletter and or periodic white papers on relevant financial topics of interest to your clients?  Is the firm going to create its own branded content and or leverage compliant content provided by your TAMP, B-D, custodial partners and or product providers?

Nov 23
2012

Owned Media and Its Role in FA Growth

Posted by ccampeau in Practice Development , Owned Media , Marketing

owned media

This month's FA Magazine "Expert Views" section features an article by Cliff Campeau, Partner at Evolutionize, LLC on the topic of “owned media” and its importance to a firm’s practice marketing efforts.  

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