Updated Friday, May 24, 2013 as of 3:14 AM ET

How Blogging, Tweeting Can Expand Your Online Presence

Marie Swift
April 15, 2013

“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.

Women Winning in Business, Finance

Marie Swift
January 16, 2013

The Marketing Maven offers marketing insights from the Ladenburg Institute of Women and Finance Symposium

Is Social Media Relevant to Your Business?

Marie Swift
December 11, 2012

Social media is all about building trust and reputation, and the latest Edelman Trust Barometer shows its relevance is on the rise. Are you still on the sidelines?

Are You Lost in the Weeds Without a Plan?

Marie Swift
November 12, 2012

Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack.

Social Media Rules for Financial Advisors

Marie Swift
October 11, 2012

While beauty is in the eye of the beholder, there just seems to be a lot of noise “out there” as people in general and financial advisors in particular grapple with Twitter etiquette, Facebook do’s, and LinkedIn don’ts. Marketing Maven Marie Swift demystifies the art to using social media to build relationships and to amplify your voice.

Building a Financial Services Business That Sells Itself

Marie Swift
September 17, 2012

Planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business.

Building Share of Mind as a Local, Vocal Name

Marie Swift
September 4, 2012

Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.

Creating Perfect Events Can Produce Perfect Clients

Marie Swift
August 20, 2012

Marketing expert Marie Swift says basic seminars are no longer a client magnet. Successful financial planners must be educators, networkers, and online trailblazers. Here are some ideas to get you started.

Keeping In Front Of Clients, Prospects

Marie Swift
July 30, 2012

Marketing expert Marie Swifts says creative events help savvy financial advisors build top-of-mind awareness and relationships that last.

Advisors: Ramp Up Your Marketing – Now

Marie Swift
July 3, 2012

Marketing expert Marie Swift says that if you believe that your brand of personal advice and investment acumen needs to find its way into the lives of more right-fit clients, stop procrastinating and pick a couple marketing initiatives to start now.

The Importance of Storytelling For Advisors

Marie Swift
June 18, 2012

Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities.

Six Steps to Convert Prospects Into Clients

Marie Swift
May 29, 2012

Marketing expert Marie Swift says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that.

Avoiding Sales Purgatory

Marie Swift
May 16, 2012

Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.

Finding Your Social Media Groove

Marie Swift
May 7, 2012

Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.

Essential Tips to Help Advisors Protect Their 'Webutation'

Marie Swift
April 23, 2012

It has always been important for advisors to build and manage their brand. But the proliferation and popularity of social media makes minding your online reputation more essential than ever.


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