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Strategic Blogging for Financial Advisors Targeting and Capturing New Clients
Who are We? Moderator: Stephanie Sammons, CEO of Wired Advisor  http://www.wiredadvisor.com @stephsammons Panelists: Jeff Rose, CFP  http://www.goodfinancialcents.com @jeffrosecfp Cathy Curtis, CFP                 http://blog.curtisfinancialplanning.com @curtisfinancial Curtis Smith, CFP              http://icmcfinancialadvisors.com/making-cents  @CurtisASmithCFP
What is Blogging? AN ONLINE SELF-PUBLISHING TOOL THAT ALLOWS YOU TO SHOWCASE YOUR PERSONALITY, PASSIONS, INTERESTS, AND EXPERTISE WHILE ATTRACTING, ENGAGING AND CULTIVATING CLIENT RELATIONSHIPS, PROSPECTS AND CENTERS OF INFLUENCE INTO YOUR PERSONAL MARKETING FUNNEL Why Blog? ,[object Object]
Build credibility and influence within your target markets
Tool to generate leads and referrals into your business,[object Object]
Less than 7% of financial advisors are blogging (early stages of adoption and regulatory concerns) - (American Century Survey)
Small businesses that blog have far better marketing results (Hubspot) Specifically: 55% more visitors 97% more inbound links 434% more indexed pages

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Financial Advisor Blogging

  • 1. Strategic Blogging for Financial Advisors Targeting and Capturing New Clients
  • 2. Who are We? Moderator: Stephanie Sammons, CEO of Wired Advisor http://www.wiredadvisor.com @stephsammons Panelists: Jeff Rose, CFP http://www.goodfinancialcents.com @jeffrosecfp Cathy Curtis, CFP http://blog.curtisfinancialplanning.com @curtisfinancial Curtis Smith, CFP http://icmcfinancialadvisors.com/making-cents @CurtisASmithCFP
  • 3.
  • 4. Build credibility and influence within your target markets
  • 5.
  • 6. Less than 7% of financial advisors are blogging (early stages of adoption and regulatory concerns) - (American Century Survey)
  • 7. Small businesses that blog have far better marketing results (Hubspot) Specifically: 55% more visitors 97% more inbound links 434% more indexed pages
  • 8.
  • 10.
  • 11. Central Repository for Original Insights, Opinions, Ideas
  • 12. Social Media Hub – Push Out Content & Pull in Connections
  • 13. Dynamic, Searchable, and Discoverable Content
  • 14. Post articles, Images, Video, Feeds/Links (social objects)
  • 15. Integrate with Existing Website & Social Media Profiles
  • 16. Built in Social Sharing Tools to Expand Your Reach
  • 17. Attract, Cultivate, and Capture Leads in Target Markets"You are in the business of giving professional advice. Invest in a professional online presence"
  • 18. Panelist Q&A Moderator: Stephanie Sammons, CEO of Wired Advisor http://www.wiredadvisor.com @stephsammons Panelists: Jeff Rose, CFP http://www.goodfinancialcents.com @jeffrosecfp Cathy Curtis, CFP http://blog.curtisfinancialplanning.com @curtisfinancial Curtis Smith, CFP http://icmcfinancialadvisors.com/making-cents @ICMCFinAdvisors