http://onlineadvisorcentral.com Online Advisor Central Thu, 09 May 2013 00:53:42 +0000 en-US hourly 1 http://wordpress.org/?v=3.5.1 http://onlineadvisorcentral.com/2013/05/to-think-like-a-digital-cfp-part-1/ http://onlineadvisorcentral.com/2013/05/to-think-like-a-digital-cfp-part-1/#comments Fri, 03 May 2013 21:43:00 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=3270
by Kevin P. Condon, PhD   In the Wachowskis’ iconic movie, The Matrix (1999), Morpheus, Trinity and Neo fight their way through to reality. The signature moment is a choice that Neo is offered. The future he chooses is up to him. As Morpheus puts it,   “You take the blue pill, the story ends, you wake [...]]]> http://onlineadvisorcentral.com/2013/05/to-think-like-a-digital-cfp-part-1/feed/ 0 http://onlineadvisorcentral.com/2012/07/the-natural-superiority-of-vlogging/ http://onlineadvisorcentral.com/2012/07/the-natural-superiority-of-vlogging/#comments Mon, 09 Jul 2012 20:13:00 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=3162
People don’t read much. Why does this matter to you as a financial advisor? Because the purpose of your online activity is to cultivate existing clients and attract new prospects who know, like and trust you. To give your followers content that has that effect, you need communicative power that engenders that series of steps [...]]]> http://onlineadvisorcentral.com/2012/07/the-natural-superiority-of-vlogging/feed/ 0 http://onlineadvisorcentral.com/2012/07/ten-reasons-high-networth-practices-use-social-networking/ http://onlineadvisorcentral.com/2012/07/ten-reasons-high-networth-practices-use-social-networking/#comments Fri, 06 Jul 2012 20:45:24 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=3132
Morgan Stanley Smith Barney has announced that after a successful trial period by 600 of their advisors, all 17,000 of their advisors may now use social networking. Should your firm look at the possibilities, since apparently these communications tools are here to stay?   Here are ten reasons social networking will work in your practice: [...]]]> http://onlineadvisorcentral.com/2012/07/ten-reasons-high-networth-practices-use-social-networking/feed/ 1 http://onlineadvisorcentral.com/2012/05/napfa-chicago-report-here-comes-everybody/ http://onlineadvisorcentral.com/2012/05/napfa-chicago-report-here-comes-everybody/#comments Wed, 16 May 2012 15:00:09 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=2450
NAPFA’s annual meeting in Chicago gave an opportunity to listen to a full blown trend hatching. First the CEO of TD Ameritrade, Tom Nally, indicated his firm’s commitment to expanding the pool of customers who can receive advice and use his firm’s services, in part by giving preference to a simple and comprehensive definition of [...]]]> http://onlineadvisorcentral.com/2012/05/napfa-chicago-report-here-comes-everybody/feed/ 0 http://onlineadvisorcentral.com/2012/05/create-90-referrals-a-month/ http://onlineadvisorcentral.com/2012/05/create-90-referrals-a-month/#comments Tue, 15 May 2012 08:05:52 +0000 Mike Sakraida http://onlineadvisorcentral.com/?p=2413
By Michael Sakraida There isn’t a typo in the above heading – this amount of referrals is possible for anyone who puts the effort into it.  But you can stop reading right here if you already have more than enough new clients coming through your doors.  Still reading?  I thought so.  Most professional businesses could [...]]]> http://onlineadvisorcentral.com/2012/05/create-90-referrals-a-month/feed/ 0 http://onlineadvisorcentral.com/2012/04/are-you-interested-in-pinterest/ http://onlineadvisorcentral.com/2012/04/are-you-interested-in-pinterest/#comments Fri, 27 Apr 2012 15:00:23 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=1959
Wow. Have you seen Pinterest? You. The gal with the financial planning practice that favors women clients? You. The guy with the “lifestyle” practice, focused on golfers, skiers, baseball players, techies, Trekkies, fishing, hunting, travel. Pay attention. In a recent blog post, Amy McIlwain looks at the potential of Pinterest and nails it. She says, [...]]]> http://onlineadvisorcentral.com/2012/04/are-you-interested-in-pinterest/feed/ 0 http://onlineadvisorcentral.com/2012/04/creating-custom-urls-on-facebook-linkedin-and-twitter-2/ http://onlineadvisorcentral.com/2012/04/creating-custom-urls-on-facebook-linkedin-and-twitter-2/#comments Tue, 03 Apr 2012 15:00:21 +0000 Meghann Conter http://onlineadvisorcentral.com/?p=1796
Why create custom URLs for your social profiles? Setting your custom URL will help search engines find you easier (when people search your name). Custom URL’s enhance your personal brand. The URL’s automatically generated by social sites don’t look particularly nice when inserted into your email signature, or put on a business card (*hint*.) How [...]]]> http://onlineadvisorcentral.com/2012/04/creating-custom-urls-on-facebook-linkedin-and-twitter-2/feed/ 1 http://onlineadvisorcentral.com/2012/03/begin-with-natural-target-markets/ http://onlineadvisorcentral.com/2012/03/begin-with-natural-target-markets/#comments Thu, 29 Mar 2012 18:36:17 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=1782
The first three modules in the OAC training videos are dedicated to target marketing. They are very popular, of course. What or who are your targets? Here are a few examples. One might be co-worker/colleagues of your existing clients, attractive due to your familiarity with their benefits and retirement funding choices. Or, you might target [...]]]> http://onlineadvisorcentral.com/2012/03/begin-with-natural-target-markets/feed/ 0 http://onlineadvisorcentral.com/2012/03/why-inbound-marketing-can-work-for-you/ http://onlineadvisorcentral.com/2012/03/why-inbound-marketing-can-work-for-you/#comments Wed, 14 Mar 2012 21:45:05 +0000 Kevin Condon http://onlineadvisorcentral.com/?p=1734
Chances are great that you have developed your practice by not considering it as a “book of business” but as an extension of your personality and character, at first through friends and relatives and now through service and visibility in the communities that they and you serve. Everyone’s practice is unique here, but you probably [...]]]> http://onlineadvisorcentral.com/2012/03/why-inbound-marketing-can-work-for-you/feed/ 2 http://onlineadvisorcentral.com/2012/02/what-are-tags-on-linkedin-how-to-use-them/ http://onlineadvisorcentral.com/2012/02/what-are-tags-on-linkedin-how-to-use-them/#comments Wed, 01 Feb 2012 20:45:09 +0000 Meghann Conter http://onlineadvisorcentral.com/?p=1416
Filtering Your Connections for Maximum Relationship Building Tags are simple key words you can use to organize your LinkedIn connections to filter them quickly. You can categorize people according to profession, company, position, location, where you met, or other important factors. How to add or remove a tag: 1. Click on ‘Contacts’ at the top [...]]]> http://onlineadvisorcentral.com/2012/02/what-are-tags-on-linkedin-how-to-use-them/feed/ 1