How can writing for the web enrich your Financial Advisory business? A Financial Advisor who publishes a newsletter gets a call: “Your friend just sent me a link from your newsletter. My wife is planning to retire, and we want to make the best use of those assets, consistent with our family goals. Can […]
This post was authored by Marie Swift and originally appeared here on GuideVine. ————————————— Much has been said about the importance of creating a strong online presence if you are a financial advisor (or otherwise). It is now a cliché to even ask, “What’s the first thing people do before or after meeting you?” The answer, […]
LinkedIn is a community of business professionals with over 330 million active users; making it the world’s largest professional network. Of LinkedIn’s users, 40% check it daily. If you don’t have a LinkedIn profile, of course it is not too late to establish a presence but I would consider doing it sooner rather than later. […]
1) Be optimized for mobile Digital traffic on smartphones and tablets has now exceeded desktops. Give your clients a consistent experience no matter what device they are using. 2) Create a great value proposition Make yourself stand out from the competition by creating a unique value proposition that resonates with your target audience and highlights […]
This post was authored by Martin Yan and originally appeared here on Liferay.com ————————————– That’s a question we get often when we tell people what we do. Answers can range anywhere from a quick pitch like “a tool that allows people to build their websites” to something more specific like “a framework for integrating information, people […]
This post was authored by Marie Swift and originally appeared here on GuideVine. ————————————— There has been an abundance of research on social media but until recently we’ve not had a comprehensive way of understanding why people share content online and how to use that knowledge to create highly sharable content. Now we do. The New York Times‘ Insights […]
This post was authored by Marie Swift and originally appeared here on GuideVine. ————————————— Do you know how to think through and manage endorsements and comments on websites and pages under your control? One piece of SEC guidance that got a big cheer from Financial Advisors and industry social media advocates is that “community” or “fan” […]
As one of Liferay’s proud Platinum partners, we are thrilled to see it named a leader in Gartner’s Horizontal Portals Magic Quadrant. Liferay Inc., which makes open source portal software, is a Leader for the sixth consecutive year and positioned furthest in completeness of vision and ability to execute in the Leaders quadrant. Gartner, a […]
