6 Facts You Shouldn’t Leave Out of Your Advisor Biography

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At Digital Agent, we work with hundreds of Advisors to help them establish an effective and engaging online presence. Describing yourself or your brand in a way that really sells can be a daunting task. It is your ‘’About Us’’ page that introduces yourself to your website visitors, tells them what you do and builds rapport that will hopefully turn them into a client.

You don’t just want to be a name and a job title. Use your biography page to establish your credentials, showcase your expertise, and showcase some of your personality.  You want to give prospects enough information to feel comfortable choosing you as an Advisor. When it comes to composing your Advisor biography, our team suggests including the following 6 points:

  1. Catalogue the number of years you’ve been in the business. Ex. “John Pierre has over XX years of experience in the financial services and insurance industries in the province/state of _____.”
  2. Highlight any clubs or committees you head or are a member of.
  3. List your designations and more importantly, describe what each designation covers and why your clients and prospects should value working with an Advisor that has them.
  4. Talk about any charitable organizations you work with or consult within.
  5. Describe where you grew up and what College you studied at.
  6. Lastly, tell your audience about your family and what you like to do for fun when you’re not in the office.

Your ‘’About Us’’ page makes your online business more human. When you add expertise and capabilities, enter new markets, join a new charity, club or committee; don’t forget to update your About Us page. Make sure your page always matches what you would say if a client were to ask you about your practice today. And remember, do no hesitate to be original and highlight your personality. This page helps to give a face and story to your business, and differentiates you from your competitors.

 

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4 Keys to The Practice of Content Marketing

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In a recent webinar I delivered, I briefly touched on the 4 keys that we use at Digital Agent for content marketing that helps balance time and investments to ensure we create positive marketing results! Here they are again in case you missed our webinar:

Balance Content Creation and Curation

Did you know that original authored content statistically has a HIGHER ROI? According to the Custom Content Council, 2/3 of consumers say that information provided through custom media helps them make better decisions and more than half of consumers are willing to BUY from companies that PROVIDE custom media! Spending too much time curating content and sharing articles with your audience and not enough time generating your own content at a regular tempo is having adverse affects on your marketing. Simply being visible on social media by curating and sharing third party content can impact the results of your efforts. Why? Well, in short, you’re directing your audience’s traffic to other people’s thought leadership content. While you may be demonstrating awareness of your industry, the simple fact remains that you are losing traffic with an audience who may be very engaged with your content. Any content marketing strategy MUST first start with a content creation strategy no matter what the frequency, as long as it’s consistent. As you ramp up your content marketing efforts, consider placing a slightly higher focus on the creation of content. You might be surprised at the results of your own writing.

Created Content is Yours

Ok, I’ve made the case to balance content creation and curation but in case you’re still not convinced, here’s another point to consider. Always remember that created content is Yours and Your voice is unique. No one else has the unique life or work experience that you’ve encountered. No one has the exact same opinions, perspectives or advice as you do. Creating content will differentiate you from your peers (in addition to a good value proposition). And best of all, you can distribute it as many times as you want through as many mediums you desire with as much frequency as your audience will tolerate! Also, it’s completely FREE!

Curating Content with Prejudice and Care

Every content marketing strategy must eventually have a curation component to it. It is obviously impossible to create great content every single day of week especially if you have limited time and resources. Curating content will help support your thought leadership position and it will compliment a creation strategy. Think of it like the accessories you might add to your smartphone (like a case to protect it) or the ottoman that matches your couch. When you share content it helps to show your audience that you have awareness of your industry, as it relates to your practice and business. It also has a branding and positioning effect. Sharing content about retirement planning, savings and strategies would suggest that you have knowledge of this subject and could also suggest that your business specializes in this area. But (there’s always a ‘but’), avoid blindly sharing content. Avoid just pushing content that you haven’t read into your social media accounts and most of all, avoid just sharing a link with no opinion or commentary and be selective with the articles you curate. Sharing badly written content or content that doesn’t reflect the “tone” of your brand will have your audience disengage.

Create and Share H.U.G.G.E.R. Content!

Ok, you’re probably wondering what I mean by HUGGER. Yes, it’s an original acronym created by yours truly. It stands for:

  • H: Helpful
  • U: Useful
  • G: Genuine
  • G: Giving
  • E: Educational
  • R: Relevant

Creating and sharing HUGGER content that helps solve your audience’s greatest challenges and helps them achieve their life, career, health, financial (and the list goes on) goals has a positive effect on building credibility, trust and loyalty with clients and prospects. Credibility, trust and loyalty are the obvious essentials to building strong relationships and a growing business.

Are you using content marketing in your marketing strategy? How do you balance creation and curation?

 

Guide to Content Marketing

Four Common Pitfalls to Avoid in Migrating to Liferay

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Moving to a new portal can be compared to moving into a new home. It takes a lot of planning, and always proves harder than anticipated. There are many things you need to figure out beforehand to ensure that migrating to Liferay is successful, and nothing is left behind (your data, for example).

Since there are a lot of moving parts and confusion around migrating to a new portal, Duke H, a Website Communicator at Liferay, has shared the top 4 pitfalls that Liferay’s customers encounter when migrating to Liferay. In the process of migrating, good planning and keeping in mind the pitfalls below, can help to ensure a seamless transfer between portals.

  1. Failing to backup migration
  2. Not identifying key stakeholders
  3. Not allowing for user acceptance testing/signing off without concrete guidelines or standards
  4. Not outlinining a strategy for content freeze during the migration execution

To read more of Duke’s article on migration pitfalls, click here.

Old SEO vs. New SEO: Why your approach may need to change

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The Search Engine Optimization landscape has evolved and changed over the years. In fact, according to Moz, Google changes its search algorithm approximately 500-600 times each year. While most of these changes are very minor and most aspects have remained relatively consistent, some parts have evolved dramatically.   One of the biggest game changers in SEO over the years has been content marketing simply because content marketing works to drive stronger SEO results.  Content Marketing and SEO are so tightly integrated with 90% of digital agencies saying their SEO efforts are either somewhat or highly integrated with their content marketing.

SEO has always been a moving target that requires different analysis to hit the target consistently. It is important to keep up with the times in order to ensure your SEO strategy is evolving along with Google’s. One thing that we know for sure is that what used to work , doesn’t work anymore. Understanding how you can evolve your strategy with search engine optimization starts with recognizing how it has changed in the first place. The Infographic below, by QuickSprout, breaks down what SEO used to be versus what SEO is now.  In part 2, we will look at how the new SEO is actually all about content marketing.

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Part 2:  Old SEO vs. New SEO: Content Marketing 

 

Infographic: How to Write a Great Value Proposition That Lands Clients

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What is one of the best ways to convert your visitors into clients?  If you guessed your value proposition, then you’re right.

Solid value propositions are an essential tool to achieving goals and standing out. Are you successful at creating a distinct, recognizable brand? According to a study by Pershing, 60% of investors found it hard to distinguish among Advisors because of their value propositions.

A unique and effective value proposition is one of the best ways that you can position yourself to get new business.   Your value proposition concisely explains why a prospect needs you as their Advisor, and not your competition. By having a value proposition that helps you stand out from other Advisors, you attract prospects wanting to know more about who you are and how you can help them.

The Infographic below, by QuickSpout, offers some insight into the benefits of creating a value proposition, and the top tactics for creating one for your business.

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The FInancial and Insurance Advisor's Guide to Blogging

Veriday is Expanding to Buffalo and Manhattan

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Veriday is growing again with two new office locations: Buffalo & Manhattan!

Veriday is delighted to announce not one, but two new office locations in Buffalo & Manhattan

We are thrilled to be expanding into the United States with new office locations in Buffalo & Manhattan, New York. Veriday is dedicated to expanding its expertise in order to address the diverse needs of our clients. Our new offices will enable us to accommodate our clients more effectively and efficiently.

The Veriday team is proud to welcome you to our new office locations!

For more information on the new locations, click here.

 

Veriday Accepted into the Canadian Technology Accelerator in New York City

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Veriday is one of the five Canadian brands selected to participate in the Canadian Technology Accelerator, CTA@NYC, in Manhattan, New York.  The program was started by the Canadian Consulate General in 2012 with the aim of helping to boost Canadian tech startups.

Starting March 2, 2015, Veriday will be heading to the Big Apple in an initiative that helps Canadian digital media companies access key resources to accelerate their growth. The program is targeted to high-potential early-stage companies in digital media that are selected through a competitive process guided by the private sector. The program is for companies who are interested in accelerating the growth of their business on a global scale.

CTA@NYC offers more than just an opportunity for start-ups to fast-track network-building and mentorship. The program represents the growth and need for acceleration for young Canadian-based companies, backed by support from the Canadian government. Access to multinational businesses, renowned investment firms, the media, and business networks make the experience invaluable. This opportunity is one that will have an incredible impact for the Canadian business economy through Veriday, and other participating Canadian brands.

Veriday is thrilled to become a part of this growing industry in one of the world’s largest hubs for online-based technology. New York City increasingly takes centre-stage as a hot-bed for internet-based technology entrepreneurship and is a world capital for advertising, media, fashion/retail, financial services and innovation.

For more info on CTA@NYC, please visit http://www.can-am.gc.ca/new-york/offices-bureaux/cta_media.aspx?lang=eng

 

 

Liferay Recognizes Veriday as a New Platinum Partner

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Enterprise demand for better customer and employee engagement drives Veriday’s implementations of the leading portal provider

LOS ANGELES – (February 24, 2015) – Liferay, Inc., which makes enterprise, open source portals, announced today that Veriday has achieved Platinum Partner status. As a partner since 2011 and one of Liferay’s fastest growing technology partners, Veriday works with clients to design and implement customer- and employee-facing solutions using Liferay Portal. Major clients for whom Veriday has implemented Liferay Portal solutions include Canadian Tire, Saskatchewan Government Insurance, CIBC and FNF Canada.

“We count Veriday among our strongest partners,” said Brian Kim, Liferay’s Chief Operating Officer. “In combining a keen design point of view with technical engineering expertise, Veriday delivers high-performance user experiences to clients through Liferay Portal. They understand the unique approach Liferay offers in building web experiences that foster relationships with customers and employees. We look forward to furthering our partnership as Veriday’s client portfolio continues to expand in Canada.”

Veriday believes Liferay is essential to fulfilling the growing needs of the enterprise, especially those who are looking to move beyond the constraints of their current technology platforms. Liferay Portal provides key functionalities to meet the needs of modern users by enabling the delivery of mobile applications, both native and web, mobile responsive design and audience personalized content targeting.

“Veriday is very excited that our customers have enthusiastically embraced Liferay as a valuable technology investment. This is further evidence of Liferay’s effectiveness as a strategic investment for employee and customer engagement,” said Marc Lamoureux, CEO, Veriday. “We plan on continuing to invest in our Liferay partnership and expanding our impact across North America.”

For more information about Liferay, visit www.liferay.com.

For more information about Veriday, visit https://www.veriday.com.

About Liferay, Inc.

Liferay, Inc. is a leading provider of enterprise open source portal and collaboration software products, servicing Fortune 500 companies worldwide. Clients include Allianz, Carrefour, Cisco Systems, Danone, Lufthansa Flight Training, Siemens, Société Générale, Toyota and the United Nations. Liferay offers Enterprise Subscriptions, which provide access to emergency fixes, software updates, 24/7 support SLAs, and subscription-only features. Liferay also offers professional services and training to ensure successful deployments for its customers. Liferay, Liferay Portal, and the Liferay logo are trademarks or registered trademarks of Liferay, Inc., in the United States and other countries.

About Veriday

Veriday is a Technology and Digital Marketing Firm whose sole purpose is to help you delight your target audience and turn them into your promoters. We achieve your goals by educating your teams with proven methodologies and practices coupled with the latest, leading edge portal technologies.  From conceptual planning to implementation to technical support, we have your back when it comes to making your next online project a milestone success.

How Financial Advisors Can Use Twitter Analytics To Produce Better Content: Part 2

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So, you’ve been publishing content consistently now for a month or more. One technique I’ve used to determine the kind of content our marketing team should be focused on curating is by looking at the engagement of all of our tweets over the course of a 2-3 month time span (honestly, there’s no science behind that number, but after 2 months of data collection, we felt that was a large enough sample size). Here is a step by step guide on how to get the information we use to inform our content strategy. After you log into Twitter Analytics you can choose the time frame for which you would like to view and collect your data.

Twitter analytics - Select time span

  1. Select a 2 or 3 month time range. Be sure to hit the “update” button.
  2. Beside the range “button” there is an “Export Data” button. Click on that button, wait a few seconds, and a spreadsheet will automatically download onto your computer. The name of the file will be tweet_activity_metrics.csv.
  3. Open the spreadsheet with your favourite spreadsheet tool (NOTE: I will be using Microsoft Excel to provide you with the next steps so be sure to use the equivalent features in your spreadsheet tool). There will be a number of different columns preset
  4. Excel Sort Button Sort by Engagements from highest to lowest (if you have no engagements, sort by impressions) and pull out the first 10-15 rows of each.\
    1. Impressions typically indicates the visibility a piece of content receives through a keyword, a hashtag, or perhaps some kind of attribution to another Twitter user.
    2. Engagement indicates to me the content I posted that drove a user to like, share, re-tweet, click, etc. Engagement is a source of truth of the quality of your data. 1000 users can see your tweet, but if no one clicks on it or interacts with it, chances are the content or the words you used were not enough for someone to spend the few seconds to even look at the page.
  5. Examine the Tweets and try to answer the following questions:
    1. Do you notice a trend across the Tweets with respect to a particular topic and subject matter?
      1. Certain subject areas might gain more attention as a result of the audience you have who are following you. Not everything you share is relevant to your audience. Write down the subject areas you feel received the most engagement and ensure you are writing down a single subject area.
      2. Are you listing statistics or quantifiable comparisons or metrics that receive more engagement?
    2. Do you notice certain keywords or brand names across these tweets?
      1. Keywords and brand names peripheral to your practice and business make a lot of sense to share and include in your status updates. Write down those keywords and / or brand names.
    3. Are there certain Twitter user names (e.g. @VeridayHQ) in the tweets?
      1. Writing down the Twitter users who are helping you get engagement is a good way document targets for potential content partnerships and collaboration. This is a well known strategy to help boost your following.
  6. After you’ve completed this exercise, let’s say you have something that looks like this:
    1. Subject matter: Retirement Planning
    2. Subject matter: Tax
    3. Keyword: money
    4. Brand: Google
    5. Twitter user: @VeridayHQ
  7. Now that you have this list, work on sharing a larger portion of your updates (50-60%) focused on this criteria and see it your engagement levels and follower counts increase at a higher rate. Understandably, subject matter may be seasonal depending on the type of industry you’re in, for example, retirement, 401k and RRSPs might be top keywords in and around the January to March time frame so be sure to use your discretion at what keywords are best to use based on the time of year.

Are you using Twitter analytics to inform your content marketing strategy? Need help? Let’s chat!

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Web Design Trends to Watch For In 2015

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”Great design is proliferating both online and offline. Web and app design has grown up to embrace many strong principles that have been in print design for decades. The Internet has allowed graphic designers to share and be inspired by great works. What does 2015 hold?’’ (Coastal Creative, 2015)

As technology changes, so does web design. In the past year, we’ve seen that mobile viewing shows no signs of slowing down. Websites will be designed first and foremost for excellent mobile viewing experiences. Responsive design has become an essential part of the modern web as websites are being created for smartphones and PCS along with devices like smart watches, appliances, and cars.

What are the emerging trends marketers and designers need to stay on top of? What other web design trends should you keep an eye out for this year? Check out the Infographic below, courtesy of Coastal Creative, for some of the top web design trends going into 2015.

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