With the news this week that Zurich have taken the industry-leading step to provide overnight insurance datafeeds directly into XPLAN, we feel a ‘domino effect’ will ensue as many other product providers begin to build the infrastructure to follow suit. This will start to shift the focus more and more onto CRM systems as not… [Keep reading]
We have to admit that we have been a little quiet of late following the overwhelming success of AdviserEdge 2013 – the World’s First Social Advice Summit. We have been busily preparing to welcome our first major public intake, so to those who attended AdviserEdge and made it such an amazing three days for all… [Keep reading]
Many critics of Facebook point to its lack of ‘Return on Investment’ as a reason to ignore its use in a professional setting. In many respects, people who say this are correct… well at least with the way that Facebook is currently being used by most Advisers. In a previous post, we spoke of the… [Keep reading]
When it comes to Facebook, many professional advisers have dipped their toes in the water. You may have set up a business page, have a few clients and friends liking your page and when there are big announcements (such as interest rate or budgetary changes), you may be inclined to post an update. Now there is nothing wrong… [Keep reading]
Over the last few weeks or months, you may have stumbled across our LinkedIn Group, ‘Social Media For Professional Advisers’. Whilst new discussions are being started on the group daily, one which seemed to strike a particular chord with many Advisers towards the end of 2012 was a discussion entitled ‘What is your biggest fear… [Keep reading]
“Video is about 20 times more powerful than words,” The Social Adviser’s Baz Gardner said during his interview with the financial magazine riskinfo. Online video is an important part of any marketing and communication strategy, but it is vital for financial advisers because they rely on trust to build their businesses.
You may recall (unless you had a big weekend!) that last Friday we sent you ‘Part 1’ of our ‘8 Golden Rules for Profile Pictures’. These rules are in our opinion, the key factors to bear in mind when deciding which type of picture to use (or take) as a professional using Social Media. Follow… [Keep reading]
When stepping into the world of Social Media, one of the first things any platform (such as LinkedIn, YouTube, Twitter or Facebook) will ask you to do is upload a ‘Profile Picture’. Most people don’t like this step and many tend to skip it (probably because people tend not to like seeing themselves in photos!)