Comments for | The Advisor Upside

Comment on The Wealthy on the Go by Srini Kandala

Srini Kandala — Mon, 31 Oct 2011 23:54:28 +0000

Nicely done Lauren…

Comment on The Year of Digital Marketing by Lauren DiMartino

Lauren DiMartino — Mon, 18 Apr 2011 22:10:54 +0000

Hi Amy! Thanks for your request. It’s actually something we were considering adding, great to know there is a demand for it. We currently offer the feed via RSS, but we can also be followed on twitter @AdvisorUpside and on facebook at http://www.facebook.com/pages/HNW-Advisor-eSuite.

Also, if you prefer, I recommend signing up for our e-newsletter on practice management and marketing, Practice Boost. You may do so at http://www.hnwadvisor.com.

Comment on The Year of Digital Marketing by Amy Sitnick

Amy Sitnick — Fri, 15 Apr 2011 20:25:39 +0000

Hi there,
Can you sign up to receive your feed via email? I see that I can forward your posts via email, but not necessarily your feed.

thanks!

Comment on Last week in review: News, perspectives and insights we liked by Bob Ferretti

Bob Ferretti — Thu, 17 Mar 2011 15:12:36 +0000

JD – it’s an interesting angle. Social media is such a powerful tool. I would love to hear if anyone using social media professionally in the financial services is focusing on the “social responsibility” aspect.

Comment on Last week in review: News, perspectives and insights we liked by JD

JD — Tue, 15 Mar 2011 01:46:54 +0000

These are a strong collection of articles on social media… It will be interesting to observe how financial services firms begin testing the waters — to find out what tactics will succeed versus which ones will fail. Perhaps placing an emphasis on corporate social responsibility via social media would be a good route to go, e.g., supporting international relief efforts and domestic needs.

Comment on The dollar value of (im)patience by Danielle Hanson

Danielle Hanson — Thu, 10 Mar 2011 21:55:31 +0000

Lauren, great story,very humorous and everyone can relate to it regardless of if you are selling financial services or any other service or product. The standard SLA in 2004 was 24 hours, in 2008 it was EOB, today your response needs to be immediate, on demand when the customer wants it! It can be at 3 a.m. in morning and believe me there will be someone out there to give them the information they are seeking. I can only imagine where we will be in 5 more years thanks to technology.

Comment on The Friday Top Five: News, perspectives and insights we liked this week by Chris Syme

Chris Syme — Thu, 03 Mar 2011 22:48:41 +0000

Thanks for shout-out. That post was boiling in me for a while. I follow some hashtags with a lot of automatic tweeters. Absolutely value-less.

Comment on Social Media Phobia: Fighting for a Cure by James

James — Thu, 28 Oct 2010 16:06:10 +0000

This post is a good wake up call to those who have dismissed social media as being unimportant to the professional/business world. It applies to many other professionals and industries as well.

Comment on Social Media Phobia: Fighting for a Cure by Loic Jeanjean

Loic Jeanjean — Mon, 18 Oct 2010 18:02:38 +0000

I definitely agree with what you says about using social media to boost your search engine ranking. These companies invest lots of $ in SEO and given the amount of traffic they get, it ultimately benefit the advisor. By using social media monitoring solutions like SocialWare or Arkovi, advisors are also able to comply with FINRA rules, which give them an edge over the competition.

Loic

Comment on Social Media Phobia: Fighting for a Cure by eastlandgrl

eastlandgrl — Mon, 18 Oct 2010 10:35:10 +0000

interesting, thanks