Get On Board With Social Media And Protect Your Brand
February 17, 2011 by Simon · Leave a Comment
You have all heard about the big four players of social media – Linkedin, Facebook, Twitter & Youtube? And you are probably already providing value and engaging customers on most, if not all of these social websites.
If you haven’t /aren’t, now is the time to get on board with social media. I often recommend our customers to register their name and/or brand on as many social media websites as they possibly can and do not limit themselves to the only major players mentioned above.
The reason why is quite simple, one social site is too small or just emerging today, but in 6-12-18 months time, it might be the place your clients and prospects use to look for more information about financial services, connect with peers or share their experience with an advisor. Wouldn’t you like the idea to have a profile registered under your brand name by that time instead of seeing a competitor or somebody else using your cherish brand? I know I would…
Just to put that last paragraph into perspective, 36 months nobody knew what Twitter was… Look at it today, it’s just shy of reaching 100 million users and I have seen numerous advisors reaching out to their clients and growing their online market share.
Ginny Kipling says it perfectly on Senior Market Advisor:
The only reason to use a specific social platform for business is if your audience is there. No platform is right for every company. If you’re using social media to grow a business, focus on the sites and applications that are already being used by your target audience. But you should still register or reserve your company name or “handle” on as many social media sites as you can for two important reasons:
You want to protect your brand and keep someone else from using your name.
What may be an unimportant platform now may eventually become a hangout for your audience.
Remember, there’s no one rule that’s right for every company. While much of the advice you hear might be solid, it may not be appropriate for your business.
Before I open this blog for comments, I wanted to conclude by sharing a slide from a survey Advisor Websites sent to 650+ advisors 5 months ago:
What, in your opinion, is the most effective way to communicate with prospects?
Courtesy of Bart Wisniowski of Advisor Websites and Advocis Vancouver.
Bart Wisniowski is the CEO and co-founder of Advisor Websites where he manages a variety of products and services specifically focused on developing and utilizing effective websites for professionals in the financial services industry. He is a member of the Financial Planning Association® (FPA®).
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Commodity/Transactional Sales To Professional Practice/Collaborative/Relationship
February 16, 2011 by Simon · Leave a Comment
Hi Simon,
I just cast my vote.
You are in exceptional company.
You have made an open and direct case for your constituency’s vote in this round to allow you to continue to ‘raise the bar’.
In our industry the key distribution change which we are observing is the retiring boomer demographic influence in moving the financial advisor platform from commodity/transactional sales to Professional Practice/collaborative/relationship sales.
In this sphere you are uniquely leading the way – as a visionary.
All the best!
Dan.
Daniel H. Zwicker
B.Sc. (Hons.) P. Eng. CFP CLU CH.F.C. CFSB
Certified Financial Planner
Chartered Life Underwriter
Chartered Financial Consultant
Chartered Financial Services Broker
Professional Engineers Ontario
Website: http://www.firstfinancialconsultinggroup.com
Blog: http://www.dzwicker.blogspot.com
Beyond Risk: http://www.beyondrisk.blogspot.com
Linkedin: http://www.linkedin.com/in/danzwicker
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Grant Hicks Demonstrates How To Become A Recognized Expert
February 15, 2011 by Simon · Leave a Comment
One of my financial advisor clients drew my attention to an article in their local paper on Grant Hicks’ book Canadian Retirement Planning Mistakes: 49 Key Strategies On How To Take Action To Avoid Them.
Grant is doing an excellent job on differentiating himself from other financial advisors by becoming a recognized expert in his field by indentifying problems that need to be solved and then writing a book.
Grant’s web site is http://www.ghicks.com/ and click here to purchase his book through Chapters.
Please note that this blog was not solicited by Grant … I’m writing about Grant as he is demonstrating the best way to add value to the community that he serves.
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Thank You Wendy Sears
February 14, 2011 by Simon · Leave a Comment
Many thanks to our friend Wendy Sears for her inspiration, press release ideas and a list of Vancouver Island media contacts.
This goes back to Friday’s Blog; “Laura was out for dinner with her girlfriends last Friday night and mentioned that someone thought that I should release a Press Release to the local media about making the top 10 in the national Advisor.ca poll.”
While our financial advisor speaking marketing is growing to an international scale, sending out a press release about making the top 10 in the Advisor.ca poll to Vancouver Island media outlets is one of those opportunities that one can’t pass by.
The press release has been a success with contact from three newspapers and a radio station.
Create Press Releases is the 14th Step in The 34 Step Marketing Funnel.
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Thank You Kate McCaffery Freelance Writer And Editor
February 11, 2011 by Simon · Leave a Comment
Laura was out for dinner with her girlfriends last Friday night and mentioned that someone thought that I should release a Press Release to the local media about making the top 10 in national Advisor.ca poll.
Thank you Kate McCaffery freelance writer and editor for creating the following Press Release.
Attention: Business and Lifestyle Editors
NAME THAT VISIONARY: Business coach Simon Reilly makes the top 10 in national Advisor.ca poll
Parksville, BC, February 10, 2011 – Crediting his social media and E-marketing strategies, business coach, speaker, author and values & behaviours analyst, Simon Reilly of Parksville is pleased to announce that efforts have paid off to secure a spot on the top 10 list of financial services visionaries in Canada.
Advisor.ca is a publication for financial and investment advisors in Canada. Standing out in the already populous coaching field is a feat in itself, but standing out as the only “coach” on the list of financial visionaries is even more impressive given that Reilly’s nomination is not based on financial products or client planning. “I do not profess to be a financial or investment visionary,” he writes.
Instead, says Reilly, “walking the talk” and following his own advice – using systems like his E-marketing program and the 34 Step Marketing Funnel – all helped him gain his place in the Advisor.ca list.
Other notable names topping the list include Bank of Canada Governor, Mark Carney, tax specialist and commentator, Jamie Golombek, 35-year investment veteran, Eric Sprott and author Moshe Milevsky.
The publication began tabulating votes at the end of February. “Having a place on this list is a demonstration of the power that grass roots marketing and social media can have,” he says. “Given the other names that made it through the nomination, selection and short list rounds which started back in April, I expect there would be no contest – Canada’s Minister of Finance (shortlisted visionary, Jim Flaherty) or the Governor of the Bank of Canada are just two obvious choices. Canada has one of the best financial systems in the world.”
Still, with clients who are able to “vote with their fingers, anyone can create visibility with some effort. I got nominated because of this,” he says. “Those who think out loud become thought leaders.”
About Simon Reilly
Simon Reilly is an expert business coach, author of Curing the Unmet Needs Disease, speaker and values & behaviours analyst who works exclusively with successful financial advisors to help them achieve sustainable business results. In the past five years Reilly has delivered his message, speaking at over 150 conferences including the Million Dollar Round Table 2010 Annual Meeting, on the main stage at Great West Life, Hub Financial, London Life and Sun Life Financial conferences and at 20 Advocis chapters coast to cost. Simon is also speaking at the National Association of Financial Advisors 2011 Conference and Annual Meeting in Washington DC in September.
For further information:
For further information and inquiries, please contact Laura Reilly, Leading Advisor Inc., (250) 248-6012, lreilly@leadingadvisor.com.
Time Management Tips To Stay Out Of Overwhelm This RRSP Season
February 10, 2011 by Simon · Leave a Comment
RRSP Season is a challenging time for some financial advisors because their clients are running the financial advisor’s business which causes overwhelm versus the financial advisor running their own business. The same thing can happen with the financial advisor’s assistant.
Why does this happen?
The financial advisor chooses to not have a time management system that is blocked out for:
- Days off
- Days for working on the business – planning days, none client appointment days
- Days for working with clients
To expand on this, please click the links to the following blogs that I have written:
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Don’t Fill Your Own Room When It Comes To Seminars, Webinars & Workshops
February 9, 2011 by Simon · Leave a Comment
We have made more than significant progress in 2011 completing on a number of major projects in January and the results just keep on coming.
So far in February, we have completed marketing items that include an article for NAIFA-IOWA’s Magazine and our Leading Advisor FaceBook Fan Page.
While we are feeling vey accomplished with the development and delivery of the following integral parts of marketing the One Page Business Plan to gain a massive amount of experience in a short period of time:
- One Page Business Plan PowerPoint Presentation
- One Page Business Plan Free Webinar
- One Page Business Plan Webinar
I’m reminded of my days with the Tony Robbins Franchise that I co-owned from 1990-1995 where we were investing enormous amounts of capital, energy and time into advertising, direct mail, lists and telemarketing to fill our free live introductory evenings …
We made the mistake by going direct to the public on a one on one basis to fill our free live introductory evening’s and not approaching COI’s ( Center Of Influence ) in business to bring us in to deliver our presentations.
That is why our next project is to create a new 2011 COI ( Center Of Influence ) Speaking, Webinar & Workshop Marketing Plan.
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
-
The Brave: A Novel by Nicholas Evans
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
