Entries by Marie Swift

Marketing Financial Advisory Services in a Noisy Digital World

This post was authored by Marie Swift and originally appeared here on GuideVine. Khalid Usmani, who is the Director of Advisors Success at GuideVine, and Marie Swift, who heads up PR and marketing consulting firm Impact Communications, recently spoke about marketing Financial Advisory services in a noisy digital world. The audio interview can be accessed here: […]

The Digital Reality for Financial Advisors

This post was authored by Marie Swift and originally appeared here on GuideVine. Today’s most progressive Financial Advisors and Advisory Firms are embracing the PESO Model as a way to bridge traditional marketing methods and digital / mobile realities. This integrated, modern model includes Paid placements, Earned media attention, Sharing through social media and Owning online […]

2016 Business Growth for Financial Advisors

This post was authored by Marie Swift and originally appeared here on GuideVine. ———————————– As Financial Advisors, we start another New Year full of possibility and hope. Most of us have probably already hit the ground running, focusing on accomplishing great things. We can increase our chances of success and growth, by setting our objectives and creating measurable goals to develop a robust […]

The Key to Creating Highly Sharable Content

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 […]

Social Media Compliance Guidelines for Financial Advisors

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” […]

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Financial Advisors: Making Sense of the SEC’s Third-Party Review Site Rules

This post was authored by Marie Swift and originally appeared here on GuideVine. Financial Advisors and the marketing consultants who specialize in working with them know that the SEC no-testimonials rule prohibits Registered Investment Advisers and Investment Adviser Representatives from using client endorsements in their advertising. But in April 2014, the SEC issued new guidelines on […]

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Being Seen (and Heard) Online

This post was authored by Marie Swift and originally appeared here on GuideVine. Current and prospective clients are bombarded with massive quantities of advertising and marketing, most of which they discount, little of which they trust. In this noisy world, the smartest financial advisors work hard to stand out as different and better, by establishing and […]